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 | $82,566 | $133,958-38.4% | $112,228-26.4% | $134,475-38.6% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -15.27% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $19,525 | $4,038+383.5% | $3,635+437.2% | $4,740+311.9% |
| Participant deferral / active EE | $3,931 | $5,291-25.7% | $4,728-16.9% | $6,400-38.6% |
| Admin fee / account holder | $2,676 | $7,489-64.3% | $6,410-58.3% | $11,426-76.6% |