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 | $98,416 | $133,958-26.5% | $112,228-12.3% | $134,475-26.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -12.48% | 47.11%-59.6pp | 27.45%-39.9pp | 417.96%-430.4pp |
| Employer contribution / active EE | $6,906 | $4,038+71.0% | $3,635+90.0% | $4,740+45.7% |
| Participant deferral / active EE | $7,314 | $5,291+38.2% | $4,728+54.7% | $6,400+14.3% |
| Admin fee / account holder | $8,331 | $7,489+11.3% | $6,410+30.0% | $11,426-27.1% |