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 | $192,689 | $95,971+100.8% | $74,550+158.5% | $135,375+42.3% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -3.15% | 56.96%-60.1pp | 32.53%-35.7pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,639 | $2,716-39.7% | $1,961-16.4% | $4,779-65.7% |
| Participant deferral / active EE | $6,499 | $3,843+69.1% | $3,108+109.1% | $5,609+15.9% |
| Admin fee / account holder | $1,997 | $6,522-69.4% | $5,060-60.5% | $10,827-81.6% |