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 8-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 | $70,615 | $133,958-47.3% | $112,228-37.1% | $134,475-47.5% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -18.30% | 47.11%-65.4pp | 27.45%-45.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,421 | $4,038+34.3% | $3,635+49.2% | $4,740+14.4% |
| Participant deferral / active EE | $10,041 | $5,291+89.8% | $4,728+112.4% | $6,400+56.9% |
| Admin fee / account holder | $9,178 | $7,489+22.6% | $6,410+43.2% | $11,426-19.7% |