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 | $108,156 | $133,958-19.3% | $112,228-3.6% | $134,475-19.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.68% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $17,314 | $4,038+328.8% | $3,635+376.4% | $4,740+265.3% |
| Participant deferral / active EE | $7,214 | $5,291+36.4% | $4,728+52.6% | $6,400+12.7% |
| Admin fee / account holder | $1,300 | $7,489-82.6% | $6,410-79.7% | $11,426-88.6% |