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 | $72,415 | $133,958-45.9% | $112,228-35.5% | $134,475-46.1% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -19.60% | 47.11%-66.7pp | 27.45%-47.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,289 | $4,038-68.1% | $3,635-64.5% | $4,740-72.8% |
| Participant deferral / active EE | $3,439 | $5,291-35.0% | $4,728-27.3% | $6,400-46.3% |
| Admin fee / account holder | $443 | $7,489-94.1% | $6,410-93.1% | $11,426-96.1% |