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 | $118,975 | $99,640+19.4% | $86,436+37.6% | $134,475-11.5% |
| Participation rate | 82.6% | 82.0%+0.6pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -14.02% | 6782.58%-6796.6pp | 4394.89%-4408.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,188 | $4,400-27.5% | $3,769-15.4% | $4,740-32.7% |
| Participant deferral / active EE | $3,816 | $7,246-47.3% | $6,952-45.1% | $6,400-40.4% |
| Admin fee / account holder | $6,895 | $8,371-17.6% | $6,731+2.4% | $11,426-39.7% |