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 | $171,687 | $95,971+78.9% | $74,550+130.3% | $135,375+26.8% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -5.33% | 56.96%-62.3pp | 32.53%-37.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,333 | $2,716-14.1% | $1,961+19.0% | $4,779-51.2% |
| Participant deferral / active EE | $6,064 | $3,843+57.8% | $3,108+95.1% | $5,609+8.1% |
| Admin fee / account holder | $994 | $6,522-84.8% | $5,060-80.4% | $10,827-90.8% |