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 | $56,946 | $133,958-57.5% | $112,228-49.3% | $134,475-57.7% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -18.81% | 47.11%-65.9pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,114 | $4,038-47.6% | $3,635-41.8% | $4,740-55.4% |
| Participant deferral / active EE | $6,083 | $5,291+15.0% | $4,728+28.7% | $6,400-4.9% |
| Admin fee / account holder | $7,375 | $7,489-1.5% | $6,410+15.0% | $11,426-35.5% |