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 | $77,458 | $133,958-42.2% | $112,228-31.0% | $134,475-42.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -6.12% | 47.11%-53.2pp | 27.45%-33.6pp | 417.96%-424.1pp |
| Employer contribution / active EE | $7,767 | $4,038+92.4% | $3,635+113.7% | $4,740+63.9% |
| Participant deferral / active EE | $4,661 | $5,291-11.9% | $4,728-1.4% | $6,400-27.2% |
| Admin fee / account holder | $5,763 | $7,489-23.0% | $6,410-10.1% | $11,426-49.6% |