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 | $172,062 | $133,958+28.4% | $112,228+53.3% | $134,475+28.0% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -16.28% | 47.11%-63.4pp | 27.45%-43.7pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,075 | $4,038-23.8% | $3,635-15.4% | $4,740-35.1% |
| Participant deferral / active EE | $14,066 | $5,291+165.9% | $4,728+197.5% | $6,400+119.8% |
| Admin fee / account holder | $3,291 | $7,489-56.1% | $6,410-48.7% | $11,426-71.2% |