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 | $112,880 | $133,958-15.7% | $112,228+0.6% | $134,475-16.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -19.15% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,545 | $4,038-12.2% | $3,635-2.5% | $4,740-25.2% |
| Participant deferral / active EE | $13,450 | $5,291+154.2% | $4,728+184.5% | $6,400+110.2% |
| Admin fee / account holder | $383 | $7,489-94.9% | $6,410-94.0% | $11,426-96.6% |