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 7-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 | $61,184 | $133,958-54.3% | $112,228-45.5% | $134,475-54.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -17.15% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $11,574 | $4,038+186.6% | $3,635+218.4% | $4,740+144.2% |
| Participant deferral / active EE | $6,718 | $5,291+27.0% | $4,728+42.1% | $6,400+5.0% |
| Admin fee / account holder | $10,034 | $7,489+34.0% | $6,410+56.5% | $11,426-12.2% |