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 5-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 | $98,156 | $133,958-26.7% | $112,228-12.5% | $134,475-27.0% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.1%+3.9pp | 81.2%-2.3pp |
| Annual return | -14.01% | 47.11%-61.1pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,888 | $4,038-28.5% | $3,635-20.5% | $4,740-39.1% |
| Participant deferral / active EE | $6,671 | $5,291+26.1% | $4,728+41.1% | $6,400+4.2% |
| Admin fee / account holder | $47,125 | $7,489+529.3% | $6,410+635.2% | $11,426+312.4% |