See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,969 | $133,958-77.6% | $112,228-73.3% | $134,475-77.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -11.48% | 47.11%-58.6pp | 27.45%-38.9pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,140 | $4,038-47.0% | $3,635-41.1% | $4,740-54.8% |
| Participant deferral / active EE | $5,042 | $5,291-4.7% | $4,728+6.6% | $6,400-21.2% |
| Admin fee / account holder | $44,672 | $7,489+496.5% | $6,410+596.9% | $11,426+291.0% |