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 | $241,893 | $133,958+80.6% | $112,228+115.5% | $134,475+79.9% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -17.75% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $9,777 | $4,038+142.1% | $3,635+169.0% | $4,740+106.3% |
| Participant deferral / active EE | $2,894 | $5,291-45.3% | $4,728-38.8% | $6,400-54.8% |
| Admin fee / account holder | $23,546 | $7,489+214.4% | $6,410+267.3% | $11,426+106.1% |