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 | $108,657 | $133,958-18.9% | $112,228-3.2% | $134,475-19.2% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -11.57% | 47.11%-58.7pp | 27.45%-39.0pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,179 | $4,038-21.3% | $3,635-12.5% | $4,740-32.9% |
| Participant deferral / active EE | $5,419 | $5,291+2.4% | $4,728+14.6% | $6,400-15.3% |
| Admin fee / account holder | $3,621 | $7,489-51.6% | $6,410-43.5% | $11,426-68.3% |