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 | $97,691 | $133,958-27.1% | $112,228-13.0% | $134,475-27.4% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -17.33% | 47.11%-64.4pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,818 | $4,038-30.2% | $3,635-22.5% | $4,740-40.5% |
| Participant deferral / active EE | $5,790 | $5,291+9.4% | $4,728+22.5% | $6,400-9.5% |
| Admin fee / account holder | $15,251 | $7,489+103.7% | $6,410+137.9% | $11,426+33.5% |