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 | $242,734 | $133,958+81.2% | $112,228+116.3% | $134,475+80.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -11.82% | 47.11%-58.9pp | 27.45%-39.3pp | 417.96%-429.8pp |
| Employer contribution / active EE | $15,833 | $4,038+292.1% | $3,635+335.6% | $4,740+234.1% |
| Participant deferral / active EE | $1,544 | $5,291-70.8% | $4,728-67.4% | $6,400-75.9% |
| Admin fee / account holder | $3,354 | $7,489-55.2% | $6,410-47.7% | $11,426-70.6% |