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 | $84,276 | $91,538-7.9% | $129,995-35.2% | $75,163+12.1% |
| Participation rate | 77.8% | 71.4%+6.3pp | 78.5%-0.7pp | 67.2%+10.6pp |
| Annual return | 16.52% | -631.11%+647.6pp | -137.18%+153.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,258 | $2,845-55.8% | $4,320-70.9% | $2,670-52.9% |
| Participant deferral / active EE | $5,323 | $4,341+22.6% | $5,820-8.5% | $4,125+29.0% |
| Admin fee / account holder | $917 | $6,790-86.5% | $10,614-91.4% | $5,651-83.8% |