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 | $186,588 | $133,958+39.3% | $112,228+66.3% | $134,475+38.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -18.85% | 47.11%-66.0pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,425 | $4,038+9.6% | $3,635+21.8% | $4,740-6.6% |
| Participant deferral / active EE | $9,634 | $5,291+82.1% | $4,728+103.8% | $6,400+50.5% |
| Admin fee / account holder | $1,256 | $7,489-83.2% | $6,410-80.4% | $11,426-89.0% |