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 | $40,817 | $133,958-69.5% | $112,228-63.6% | $134,475-69.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -13.09% | 47.11%-60.2pp | 27.45%-40.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,910 | $4,038-52.7% | $3,635-47.5% | $4,740-59.7% |
| Participant deferral / active EE | $6,975 | $5,291+31.8% | $4,728+47.5% | $6,400+9.0% |
| Admin fee / account holder | $376 | $7,489-95.0% | $6,410-94.1% | $11,426-96.7% |