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 | $75,569 | $129,942-41.8% | $104,294-27.5% | $134,475-43.8% |
| Participation rate | 89.5% | 79.5%+10.0pp | 73.3%+16.2pp | 81.2%+8.3pp |
| Annual return | -10.40% | 42.03%-52.4pp | 24.61%-35.0pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,849 | $4,184+15.9% | $3,372+43.8% | $4,740+2.3% |
| Participant deferral / active EE | $3,589 | $5,588-35.8% | $4,625-22.4% | $6,400-43.9% |
| Admin fee / account holder | $8,996 | $9,323-3.5% | $7,339+22.6% | $11,426-21.3% |