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 | $69,148 | $133,958-48.4% | $112,228-38.4% | $134,475-48.6% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -15.93% | 47.11%-63.0pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $6,465 | $4,038+60.1% | $3,635+77.9% | $4,740+36.4% |
| Participant deferral / active EE | $5,894 | $5,291+11.4% | $4,728+24.7% | $6,400-7.9% |
| Admin fee / account holder | $1,728 | $7,489-76.9% | $6,410-73.0% | $11,426-84.9% |