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 | $86,857 | $133,958-35.2% | $112,228-22.6% | $134,475-35.4% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -17.64% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,820 | $4,038-54.9% | $3,635-49.9% | $4,740-61.6% |
| Participant deferral / active EE | $3,823 | $5,291-27.7% | $4,728-19.2% | $6,400-40.3% |
| Admin fee / account holder | $550 | $7,489-92.7% | $6,410-91.4% | $11,426-95.2% |