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 | $61,439 | $133,958-54.1% | $112,228-45.3% | $134,475-54.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -19.24% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,028 | $4,038-74.5% | $3,635-71.7% | $4,740-78.3% |
| Participant deferral / active EE | $2,451 | $5,291-53.7% | $4,728-48.2% | $6,400-61.7% |
| Admin fee / account holder | $1,628 | $7,489-78.3% | $6,410-74.6% | $11,426-85.8% |