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 | $66,801 | $133,958-50.1% | $112,228-40.5% | $134,475-50.3% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -17.52% | 47.11%-64.6pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,620 | $4,038+14.4% | $3,635+27.1% | $4,740-2.5% |
| Participant deferral / active EE | $3,163 | $5,291-40.2% | $4,728-33.1% | $6,400-50.6% |
| Admin fee / account holder | $1,159 | $7,489-84.5% | $6,410-81.9% | $11,426-89.9% |