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 | $112,980 | $133,958-15.7% | $112,228+0.7% | $134,475-16.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -17.44% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,911 | $4,038-27.9% | $3,635-19.9% | $4,740-38.6% |
| Participant deferral / active EE | $8,841 | $5,291+67.1% | $4,728+87.0% | $6,400+38.1% |
| Admin fee / account holder | $1,342 | $7,489-82.1% | $6,410-79.1% | $11,426-88.3% |