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 | $74,186 | $133,958-44.6% | $112,228-33.9% | $134,475-44.8% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -17.29% | 47.11%-64.4pp | 27.45%-44.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,794 | $4,038-55.6% | $3,635-50.6% | $4,740-62.1% |
| Participant deferral / active EE | $5,342 | $5,291+1.0% | $4,728+13.0% | $6,400-16.5% |
| Admin fee / account holder | $830 | $7,489-88.9% | $6,410-87.1% | $11,426-92.7% |