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 | $157,543 | $106,543+47.9% | $91,220+72.7% | $134,475+17.2% |
| Participation rate | 95.0% | 76.8%+18.2pp | 73.2%+21.8pp | 81.2%+13.8pp |
| Annual return | -17.42% | 160.60%-178.0pp | 114.01%-131.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,671 | $3,331+10.2% | $2,850+28.8% | $4,740-22.6% |
| Participant deferral / active EE | $3,908 | $4,719-17.2% | $4,234-7.7% | $6,400-38.9% |
| Admin fee / account holder | $8,940 | $6,231+43.5% | $5,420+65.0% | $11,426-21.8% |