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 5-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 | $204,043 | $133,958+52.3% | $112,228+81.8% | $134,475+51.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -12.31% | 47.11%-59.4pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,662 | $4,038-9.3% | $3,635+0.8% | $4,740-22.7% |
| Participant deferral / active EE | $2,863 | $5,291-45.9% | $4,728-39.5% | $6,400-55.3% |
| Admin fee / account holder | $2,096 | $7,489-72.0% | $6,410-67.3% | $11,426-81.7% |