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 | $61,832 | $133,958-53.8% | $112,228-44.9% | $134,475-54.0% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -18.82% | 47.11%-65.9pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $9,633 | $4,038+138.6% | $3,635+165.0% | $4,740+103.3% |
| Participant deferral / active EE | $6,290 | $5,291+18.9% | $4,728+33.0% | $6,400-1.7% |
| Admin fee / account holder | $4,299 | $7,489-42.6% | $6,410-32.9% | $11,426-62.4% |