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 | $68,828 | $133,958-48.6% | $112,228-38.7% | $134,475-48.8% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.1%+15.4pp | 81.2%+9.3pp |
| Annual return | -13.42% | 47.11%-60.5pp | 27.45%-40.9pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,770 | $4,038+18.1% | $3,635+31.2% | $4,740+0.6% |
| Participant deferral / active EE | $5,753 | $5,291+8.7% | $4,728+21.7% | $6,400-10.1% |
| Admin fee / account holder | $6,261 | $7,489-16.4% | $6,410-2.3% | $11,426-45.2% |