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 | $167,559 | $95,971+74.6% | $74,550+124.8% | $135,375+23.8% |
| Participation rate | 70.8% | 75.7%-4.8pp | 69.1%+1.7pp | 82.6%-11.8pp |
| Annual return | -6.49% | 56.96%-63.5pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,730 | $2,716+0.5% | $1,961+39.2% | $4,779-42.9% |
| Participant deferral / active EE | $6,033 | $3,843+57.0% | $3,108+94.1% | $5,609+7.6% |
| Admin fee / account holder | $1,664 | $6,522-74.5% | $5,060-67.1% | $10,827-84.6% |