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 | $88,974 | $129,942-31.5% | $104,294-14.7% | $134,475-33.8% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -19.56% | 42.03%-61.6pp | 24.61%-44.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $7,664 | $4,184+83.2% | $3,372+127.3% | $4,740+61.7% |
| Participant deferral / active EE | $10,504 | $5,588+88.0% | $4,625+127.1% | $6,400+64.1% |
| Admin fee / account holder | $2,595 | $9,323-72.2% | $7,339-64.6% | $11,426-77.3% |