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 | $81,208 | $133,958-39.4% | $112,228-27.6% | $134,475-39.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -14.28% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,168 | $4,038+3.2% | $3,635+14.7% | $4,740-12.1% |
| Participant deferral / active EE | $7,399 | $5,291+39.9% | $4,728+56.5% | $6,400+15.6% |
| Admin fee / account holder | $10,937 | $7,489+46.0% | $6,410+70.6% | $11,426-4.3% |