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 | $100,681 | $133,958-24.8% | $112,228-10.3% | $134,475-25.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -18.11% | 47.11%-65.2pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,333 | $4,038-67.0% | $3,635-63.3% | $4,740-71.9% |
| Participant deferral / active EE | $3,382 | $5,291-36.1% | $4,728-28.5% | $6,400-47.2% |
| Admin fee / account holder | $12,760 | $7,489+70.4% | $6,410+99.1% | $11,426+11.7% |