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 | $173,506 | $133,958+29.5% | $112,228+54.6% | $134,475+29.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.66% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,438 | $4,038-39.6% | $3,635-32.9% | $4,740-48.6% |
| Participant deferral / active EE | $4,150 | $5,291-21.6% | $4,728-12.2% | $6,400-35.2% |
| Admin fee / account holder | $12,559 | $7,489+67.7% | $6,410+95.9% | $11,426+9.9% |