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 | $68,058 | $95,971-29.1% | $74,550-8.7% | $135,375-49.7% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | -7.86% | 56.96%-64.8pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,622 | $2,716-40.3% | $1,961-17.3% | $4,779-66.1% |
| Participant deferral / active EE | $3,834 | $3,843-0.2% | $3,108+23.4% | $5,609-31.6% |
| Admin fee / account holder | $444 | $6,522-93.2% | $5,060-91.2% | $10,827-95.9% |