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 | $109,410 | $133,958-18.3% | $112,228-2.5% | $134,475-18.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -14.32% | 47.11%-61.4pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,500 | $4,038-13.3% | $3,635-3.7% | $4,740-26.2% |
| Participant deferral / active EE | $6,327 | $5,291+19.6% | $4,728+33.8% | $6,400-1.1% |
| Admin fee / account holder | $17,564 | $7,489+134.5% | $6,410+174.0% | $11,426+53.7% |