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 | $117,731 | $133,958-12.1% | $112,228+4.9% | $134,475-12.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -15.23% | 47.11%-62.3pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,355 | $4,038-41.7% | $3,635-35.2% | $4,740-50.3% |
| Participant deferral / active EE | $6,908 | $5,291+30.6% | $4,728+46.1% | $6,400+7.9% |
| Admin fee / account holder | $491 | $7,489-93.4% | $6,410-92.3% | $11,426-95.7% |