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 | $80,595 | $133,958-39.8% | $112,228-28.2% | $134,475-40.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.13% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,257 | $4,038+30.2% | $3,635+44.6% | $4,740+10.9% |
| Participant deferral / active EE | $19,419 | $5,291+267.1% | $4,728+310.7% | $6,400+203.4% |
| Admin fee / account holder | $3,252 | $7,489-56.6% | $6,410-49.3% | $11,426-71.5% |