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 | $169,682 | $100,754+68.4% | $86,677+95.8% | $134,475+26.2% |
| Participation rate | 78.3% | 78.9%-0.7pp | 76.6%+1.7pp | 81.2%-3.0pp |
| Annual return | -13.42% | 29.04%-42.5pp | 35.91%-49.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,734 | $3,489-50.3% | $2,836-38.8% | $4,740-63.4% |
| Participant deferral / active EE | $4,162 | $5,338-22.0% | $4,656-10.6% | $6,400-35.0% |
| Admin fee / account holder | $63,927 | $10,926+485.1% | $7,493+753.1% | $11,426+459.5% |