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 | $185,351 | $133,958+38.4% | $112,228+65.2% | $134,475+37.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -17.92% | 47.11%-65.0pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,858 | $4,038+45.1% | $3,635+61.2% | $4,740+23.6% |
| Participant deferral / active EE | $10,494 | $5,291+98.4% | $4,728+122.0% | $6,400+64.0% |
| Admin fee / account holder | $33,970 | $7,489+353.6% | $6,410+430.0% | $11,426+197.3% |