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 | $111,364 | $152,509-27.0% | $117,472-5.2% | $134,475-17.2% |
| Participation rate | 94.7% | 77.1%+17.7pp | 70.6%+24.1pp | 81.2%+13.5pp |
| Annual return | -17.95% | 52.99%-70.9pp | 29.74%-47.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $7,368 | $5,571+32.3% | $4,176+76.4% | $4,740+55.5% |
| Participant deferral / active EE | $3,394 | $4,818-29.5% | $4,070-16.6% | $6,400-47.0% |
| Admin fee / account holder | $2,583 | $7,004-63.1% | $5,645-54.2% | $11,426-77.4% |