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 | $87,423 | $133,958-34.7% | $112,228-22.1% | $134,475-35.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -20.18% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,635 | $4,038-10.0% | $3,6350% | $4,740-23.3% |
| Participant deferral / active EE | $9,779 | $5,291+84.8% | $4,728+106.8% | $6,400+52.8% |
| Admin fee / account holder | $930 | $7,489-87.6% | $6,410-85.5% | $11,426-91.9% |