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 | $181,931 | $133,958+35.8% | $112,228+62.1% | $134,475+35.3% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -8.77% | 47.11%-55.9pp | 27.45%-36.2pp | 417.96%-426.7pp |
| Employer contribution / active EE | $1,593 | $4,038-60.6% | $3,635-56.2% | $4,740-66.4% |
| Participant deferral / active EE | $11,503 | $5,291+117.4% | $4,728+143.3% | $6,400+79.7% |
| Admin fee / account holder | $5,848 | $7,489-21.9% | $6,410-8.8% | $11,426-48.8% |