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 | $74,190 | $133,958-44.6% | $112,228-33.9% | $134,475-44.8% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.1%+5.9pp | 81.2%-0.3pp |
| Annual return | -14.98% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,945 | $5,291+31.3% | $4,728+46.9% | $6,400+8.5% |
| Admin fee / account holder | $2,781 | $7,489-62.9% | $6,410-56.6% | $11,426-75.7% |