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 | $212,311 | $133,958+58.5% | $112,228+89.2% | $134,475+57.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -17.68% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,418 | $4,038-64.9% | $3,635-61.0% | $4,740-70.1% |
| Participant deferral / active EE | $19,767 | $5,291+273.6% | $4,728+318.1% | $6,400+208.9% |
| Admin fee / account holder | $26,640 | $7,489+255.7% | $6,410+315.6% | $11,426+133.2% |