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 | $94,482 | $90,600+4.3% | $79,464+18.9% | $135,375-30.2% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -8.39% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,804 | $3,068-41.2% | $2,800-35.6% | $4,779-62.2% |
| Participant deferral / active EE | $6,473 | $4,050+59.8% | $3,704+74.8% | $5,609+15.4% |
| Admin fee / account holder | $477 | $5,907-91.9% | $5,113-90.7% | $10,827-95.6% |