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 | $205,682 | $129,942+58.3% | $104,294+97.2% | $134,475+53.0% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.6pp | 81.2%+0.6pp |
| Annual return | -11.89% | 42.03%-53.9pp | 24.61%-36.5pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,833 | $4,184-56.2% | $3,372-45.6% | $4,740-61.3% |
| Participant deferral / active EE | $4,880 | $5,588-12.7% | $4,625+5.5% | $6,400-23.7% |
| Admin fee / account holder | $1,088 | $9,323-88.3% | $7,339-85.2% | $11,426-90.5% |