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 | $102,973 | $133,958-23.1% | $112,228-8.2% | $134,475-23.4% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -11.68% | 47.11%-58.8pp | 27.45%-39.1pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,880 | $4,038-28.7% | $3,635-20.8% | $4,740-39.2% |
| Participant deferral / active EE | $6,613 | $5,291+25.0% | $4,728+39.9% | $6,400+3.3% |
| Admin fee / account holder | $2,614 | $7,489-65.1% | $6,410-59.2% | $11,426-77.1% |