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 | $166,134 | $133,958+24.0% | $112,228+48.0% | $134,475+23.5% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -7.48% | 47.11%-54.6pp | 27.45%-34.9pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,226 | $4,038-44.9% | $3,635-38.8% | $4,740-53.0% |
| Participant deferral / active EE | $2,763 | $5,291-47.8% | $4,728-41.6% | $6,400-56.8% |
| Admin fee / account holder | $1,467 | $7,489-80.4% | $6,410-77.1% | $11,426-87.2% |