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 | $82,315 | $82,2860% | $68,791+19.7% | $134,475-38.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -15.74% | -2.19%-13.5pp | -6.38%-9.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,064 | $3,301-7.2% | $2,655+15.4% | $4,740-35.4% |
| Participant deferral / active EE | $6,293 | $4,739+32.8% | $3,941+59.7% | $6,400-1.7% |
| Admin fee / account holder | $3,121 | $6,481-51.8% | $4,932-36.7% | $11,426-72.7% |