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 | $73,893 | $129,942-43.1% | $104,294-29.1% | $134,475-45.1% |
| Participation rate | 93.8% | 79.5%+14.2pp | 73.3%+20.5pp | 81.2%+12.5pp |
| Annual return | -16.81% | 42.03%-58.8pp | 24.61%-41.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,004 | $4,184-28.2% | $3,372-10.9% | $4,740-36.6% |
| Participant deferral / active EE | $9,602 | $5,588+71.8% | $4,625+107.6% | $6,400+50.0% |
| Admin fee / account holder | $9,757 | $9,323+4.7% | $7,339+32.9% | $11,426-14.6% |