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 | $49,827 | $133,958-62.8% | $112,228-55.6% | $134,475-62.9% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -17.91% | 47.11%-65.0pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,099 | $4,038+1.5% | $3,635+12.8% | $4,740-13.5% |
| Participant deferral / active EE | $7,135 | $5,291+34.9% | $4,728+50.9% | $6,400+11.5% |
| Admin fee / account holder | $588 | $7,489-92.2% | $6,410-90.8% | $11,426-94.9% |