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 | $29,120 | $133,958-78.3% | $112,228-74.1% | $134,475-78.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -12.21% | 47.11%-59.3pp | 27.45%-39.7pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,202 | $4,038-45.5% | $3,635-39.4% | $4,740-53.5% |
| Participant deferral / active EE | $7,282 | $5,291+37.6% | $4,728+54.0% | $6,400+13.8% |
| Admin fee / account holder | $60,591 | $7,489+709.1% | $6,410+845.3% | $11,426+430.3% |