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 | $51,171 | $133,958-61.8% | $112,228-54.4% | $134,475-61.9% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -14.67% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $9,532 | $4,038+136.1% | $3,635+162.3% | $4,740+101.1% |
| Participant deferral / active EE | $8,059 | $5,291+52.3% | $4,728+70.5% | $6,400+25.9% |
| Admin fee / account holder | $1,009 | $7,489-86.5% | $6,410-84.3% | $11,426-91.2% |