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 | $55,934 | $82,286-32.0% | $68,791-18.7% | $134,475-58.4% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -18.77% | -2.19%-16.6pp | -6.38%-12.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,124 | $3,301-5.4% | $2,655+17.7% | $4,740-34.1% |
| Participant deferral / active EE | $4,883 | $4,739+3.1% | $3,941+23.9% | $6,400-23.7% |
| Admin fee / account holder | $705 | $6,481-89.1% | $4,932-85.7% | $11,426-93.8% |