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 | $28,767 | $133,958-78.5% | $112,228-74.4% | $134,475-78.6% |
| Participation rate | 79.2% | 78.6%+0.6pp | 75.1%+4.1pp | 81.2%-2.1pp |
| Annual return | -18.57% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $6,065 | $4,038+50.2% | $3,635+66.9% | $4,740+28.0% |
| Participant deferral / active EE | $2,899 | $5,291-45.2% | $4,728-38.7% | $6,400-54.7% |
| Admin fee / account holder | $4,237 | $7,489-43.4% | $6,410-33.9% | $11,426-62.9% |