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 | $169,780 | $133,958+26.7% | $112,228+51.3% | $134,475+26.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -12.48% | 47.11%-59.6pp | 27.45%-39.9pp | 417.96%-430.4pp |
| Employer contribution / active EE | $3,329 | $4,038-17.5% | $3,635-8.4% | $4,740-29.8% |
| Participant deferral / active EE | $8,019 | $5,291+51.6% | $4,728+69.6% | $6,400+25.3% |
| Admin fee / account holder | $728 | $7,489-90.3% | $6,410-88.6% | $11,426-93.6% |