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 | $39,618 | $133,958-70.4% | $112,228-64.7% | $134,475-70.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -16.00% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,773 | $4,038-31.3% | $3,635-23.7% | $4,740-41.5% |
| Participant deferral / active EE | $5,803 | $5,291+9.7% | $4,728+22.7% | $6,400-9.3% |
| Admin fee / account holder | $2,964 | $7,489-60.4% | $6,410-53.8% | $11,426-74.1% |