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 | $78,616 | $133,958-41.3% | $112,228-29.9% | $134,475-41.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -18.45% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $13,348 | $4,038+230.6% | $3,635+267.2% | $4,740+181.6% |
| Participant deferral / active EE | $3,992 | $5,291-24.6% | $4,728-15.6% | $6,400-37.6% |
| Admin fee / account holder | $5,575 | $7,489-25.5% | $6,410-13.0% | $11,426-51.2% |