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 | $79,617 | $133,958-40.6% | $112,228-29.1% | $134,475-40.8% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -12.25% | 47.11%-59.4pp | 27.45%-39.7pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,081 | $4,038-48.5% | $3,635-42.7% | $4,740-56.1% |
| Participant deferral / active EE | $3,426 | $5,291-35.2% | $4,728-27.5% | $6,400-46.5% |
| Admin fee / account holder | $12,410 | $7,489+65.7% | $6,410+93.6% | $11,426+8.6% |