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 | $95,151 | $133,958-29.0% | $112,228-15.2% | $134,475-29.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -14.98% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,332 | $4,038-67.0% | $3,635-63.3% | $4,740-71.9% |
| Participant deferral / active EE | $5,060 | $5,291-4.4% | $4,728+7.0% | $6,400-20.9% |
| Admin fee / account holder | $20,583 | $7,489+174.9% | $6,410+221.1% | $11,426+80.1% |