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 | $63,854 | $133,958-52.3% | $112,228-43.1% | $134,475-52.5% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -19.48% | 47.11%-66.6pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,757 | $4,038-56.5% | $3,635-51.7% | $4,740-62.9% |
| Participant deferral / active EE | $4,733 | $5,291-10.5% | $4,728+0.1% | $6,400-26.0% |
| Admin fee / account holder | $7,727 | $7,489+3.2% | $6,410+20.5% | $11,426-32.4% |