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 | $99,291 | $133,958-25.9% | $112,228-11.5% | $134,475-26.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -11.86% | 47.11%-59.0pp | 27.45%-39.3pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,529 | $4,038-37.4% | $3,635-30.4% | $4,740-46.6% |
| Participant deferral / active EE | $6,681 | $5,291+26.3% | $4,728+41.3% | $6,400+4.4% |
| Admin fee / account holder | $22,065 | $7,489+194.6% | $6,410+244.2% | $11,426+93.1% |