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 | $137,802 | $90,600+52.1% | $79,464+73.4% | $135,375+1.8% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -6.80% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,867 | $3,068+26.0% | $2,800+38.1% | $4,779-19.1% |
| Participant deferral / active EE | $5,921 | $4,050+46.2% | $3,704+59.9% | $5,609+5.6% |
| Admin fee / account holder | $1,286 | $5,907-78.2% | $5,113-74.8% | $10,827-88.1% |