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 | $34,474 | $133,958-74.3% | $112,228-69.3% | $134,475-74.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -17.04% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,711 | $4,038-32.9% | $3,635-25.4% | $4,740-42.8% |
| Participant deferral / active EE | $7,329 | $5,291+38.5% | $4,728+55.0% | $6,400+14.5% |
| Admin fee / account holder | $57,911 | $7,489+673.3% | $6,410+803.4% | $11,426+406.8% |