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 | $76,640 | $152,509-49.7% | $117,472-34.8% | $134,475-43.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.14% | 52.99%-69.1pp | 29.74%-45.9pp | 417.96%-434.1pp |
| Employer contribution / active EE | $987 | $5,571-82.3% | $4,176-76.4% | $4,740-79.2% |
| Participant deferral / active EE | $17,987 | $4,818+273.3% | $4,070+341.9% | $6,400+181.1% |
| Admin fee / account holder | $1,152 | $7,004-83.6% | $5,645-79.6% | $11,426-89.9% |