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 | $61,561 | $95,971-35.9% | $74,550-17.4% | $135,375-54.5% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -6.80% | 56.96%-63.8pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,239 | $2,716-17.6% | $1,961+14.2% | $4,779-53.2% |
| Participant deferral / active EE | $5,680 | $3,843+47.8% | $3,108+82.8% | $5,609+1.3% |
| Admin fee / account holder | $7,823 | $6,522+20.0% | $5,060+54.6% | $10,827-27.7% |