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 | $54,772 | $95,971-42.9% | $74,550-26.5% | $135,375-59.5% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -7.77% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,848 | $2,716-31.9% | $1,961-5.7% | $4,779-61.3% |
| Participant deferral / active EE | $3,921 | $3,843+2.0% | $3,108+26.1% | $5,609-30.1% |
| Admin fee / account holder | $4,127 | $6,522-36.7% | $5,060-18.4% | $10,827-61.9% |