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 | $90,679 | $133,958-32.3% | $112,228-19.2% | $134,475-32.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -17.61% | 47.11%-64.7pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,727 | $4,038-32.5% | $3,635-25.0% | $4,740-42.5% |
| Participant deferral / active EE | $7,183 | $5,291+35.8% | $4,728+51.9% | $6,400+12.2% |
| Admin fee / account holder | $2,729 | $7,489-63.6% | $6,410-57.4% | $11,426-76.1% |