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 | $170,542 | $117,690+44.9% | $71,735+137.7% | $134,475+26.8% |
| Participation rate | 83.3% | 68.8%+14.5pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -16.68% | 25.44%-42.1pp | 9.14%-25.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,111 | $2,525+23.2% | $1,704+82.6% | $4,740-34.4% |
| Participant deferral / active EE | $7,689 | $3,759+104.5% | $2,658+189.3% | $6,400+20.1% |
| Admin fee / account holder | $437 | $6,379-93.1% | $3,974-89.0% | $11,426-96.2% |