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 | $86,354 | $133,958-35.5% | $112,228-23.1% | $134,475-35.8% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -16.18% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,964 | $4,038-1.8% | $3,635+9.1% | $4,740-16.4% |
| Participant deferral / active EE | $3,420 | $5,291-35.4% | $4,728-27.7% | $6,400-46.6% |
| Admin fee / account holder | $408 | $7,489-94.6% | $6,410-93.6% | $11,426-96.4% |