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 | $80,687 | $133,958-39.8% | $112,228-28.1% | $134,475-40.0% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -16.01% | 47.11%-63.1pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,042 | $4,038-49.4% | $3,635-43.8% | $4,740-56.9% |
| Participant deferral / active EE | $6,924 | $5,291+30.9% | $4,728+46.4% | $6,400+8.2% |
| Admin fee / account holder | $1,796 | $7,489-76.0% | $6,410-72.0% | $11,426-84.3% |