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 | $75,165 | $133,958-43.9% | $112,228-33.0% | $134,475-44.1% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -17.88% | 47.11%-65.0pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,270 | $4,038-19.0% | $3,635-10.0% | $4,740-31.0% |
| Participant deferral / active EE | $5,458 | $5,291+3.2% | $4,728+15.4% | $6,400-14.7% |
| Admin fee / account holder | $634 | $7,489-91.5% | $6,410-90.1% | $11,426-94.5% |