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 7-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 | $60,683 | $133,958-54.7% | $112,228-45.9% | $134,475-54.9% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -19.60% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $7,643 | $4,038+89.3% | $3,635+110.3% | $4,740+61.2% |
| Participant deferral / active EE | $6,788 | $5,291+28.3% | $4,728+43.6% | $6,400+6.1% |
| Admin fee / account holder | $2,195 | $7,489-70.7% | $6,410-65.8% | $11,426-80.8% |