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 | $75,612 | $133,958-43.6% | $112,228-32.6% | $134,475-43.8% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -16.01% | 47.11%-63.1pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $23,273 | $4,038+476.3% | $3,635+540.3% | $4,740+391.0% |
| Participant deferral / active EE | $2,131 | $5,291-59.7% | $4,728-54.9% | $6,400-66.7% |
| Admin fee / account holder | $2,807 | $7,489-62.5% | $6,410-56.2% | $11,426-75.4% |