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 | $77,916 | $133,958-41.8% | $112,228-30.6% | $134,475-42.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -9.85% | 47.11%-57.0pp | 27.45%-37.3pp | 417.96%-427.8pp |
| Employer contribution / active EE | $2,910 | $4,038-27.9% | $3,635-19.9% | $4,740-38.6% |
| Participant deferral / active EE | $8,830 | $5,291+66.9% | $4,728+86.8% | $6,400+38.0% |
| Admin fee / account holder | $44,913 | $7,489+499.8% | $6,410+600.7% | $11,426+293.1% |