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 | $167,179 | $133,958+24.8% | $112,228+49.0% | $134,475+24.3% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -15.24% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $11,281 | $4,038+179.4% | $3,635+210.4% | $4,740+138.0% |
| Participant deferral / active EE | $3,051 | $5,291-42.3% | $4,728-35.5% | $6,400-52.3% |
| Admin fee / account holder | $9,360 | $7,489+25.0% | $6,410+46.0% | $11,426-18.1% |