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 | $182,220 | $138,065+32.0% | $123,544+47.5% | $135,375+34.6% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -8.11% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,682 | $5,151-28.5% | $4,628-20.4% | $4,779-22.9% |
| Participant deferral / active EE | $9,063 | $6,799+33.3% | $6,426+41.1% | $5,609+61.6% |
| Admin fee / account holder | $1,154 | $10,916-89.4% | $9,284-87.6% | $10,827-89.3% |