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 | $45,276 | $133,958-66.2% | $112,228-59.7% | $134,475-66.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -15.33% | 47.11%-62.4pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,112 | $4,038+1.8% | $3,635+13.1% | $4,740-13.2% |
| Participant deferral / active EE | $1,955 | $5,291-63.0% | $4,728-58.6% | $6,400-69.4% |
| Admin fee / account holder | $1,031 | $7,489-86.2% | $6,410-83.9% | $11,426-91.0% |