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 | $82,480 | $133,958-38.4% | $112,228-26.5% | $134,475-38.7% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -18.20% | 47.11%-65.3pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,295 | $4,038-43.2% | $3,635-36.9% | $4,740-51.6% |
| Participant deferral / active EE | $5,718 | $5,291+8.1% | $4,728+20.9% | $6,400-10.7% |
| Admin fee / account holder | $4,476 | $7,489-40.2% | $6,410-30.2% | $11,426-60.8% |