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 | $248,042 | $167,484+48.1% | $151,611+63.6% | $134,475+84.5% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -20.25% | 7.80%-28.0pp | 3.33%-23.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $5,547 | $6,829-18.8% | $6,166-10.0% | $4,740+17.0% |
| Participant deferral / active EE | $18,933 | $8,986+110.7% | $8,363+126.4% | $6,400+195.8% |
| Admin fee / account holder | $18,247 | $13,783+32.4% | $11,616+57.1% | $11,426+59.7% |