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 | $88,631 | $133,958-33.8% | $112,228-21.0% | $134,475-34.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.29% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $7,595 | $4,038+88.1% | $3,635+109.0% | $4,740+60.2% |
| Participant deferral / active EE | $6,221 | $5,291+17.6% | $4,728+31.6% | $6,400-2.8% |
| Admin fee / account holder | $3,860 | $7,489-48.5% | $6,410-39.8% | $11,426-66.2% |