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 | $58,172 | $190,805-69.5% | $159,960-63.6% | $134,475-56.7% |
| Participation rate | 93.3% | 81.9%+11.4pp | 78.0%+15.4pp | 81.2%+12.1pp |
| Annual return | -17.95% | 552.23%-570.2pp | 408.60%-426.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,726 | $4,995-45.4% | $4,226-35.5% | $4,740-42.5% |
| Participant deferral / active EE | $7,710 | $6,923+11.4% | $6,182+24.7% | $6,400+20.5% |
| Admin fee / account holder | $2,614 | $10,471-75.0% | $8,698-69.9% | $11,426-77.1% |