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 | $178,598 | $133,958+33.3% | $112,228+59.1% | $134,475+32.8% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -15.64% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,250 | $4,038+5.3% | $3,635+16.9% | $4,740-10.3% |
| Participant deferral / active EE | $3,194 | $5,291-39.6% | $4,728-32.4% | $6,400-50.1% |
| Admin fee / account holder | $9,590 | $7,489+28.1% | $6,410+49.6% | $11,426-16.1% |