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 | $80,082 | $133,958-40.2% | $112,228-28.6% | $134,475-40.4% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.3pp |
| Annual return | -19.38% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,600 | $4,038-10.9% | $3,635-1.0% | $4,740-24.1% |
| Participant deferral / active EE | $11,254 | $5,291+112.7% | $4,728+138.0% | $6,400+75.9% |
| Admin fee / account holder | $1,167 | $7,489-84.4% | $6,410-81.8% | $11,426-89.8% |