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 | $159,294 | $133,958+18.9% | $112,228+41.9% | $134,475+18.5% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -8.09% | 47.11%-55.2pp | 27.45%-35.5pp | 417.96%-426.1pp |
| Employer contribution / active EE | $1,457 | $4,038-63.9% | $3,635-59.9% | $4,740-69.3% |
| Participant deferral / active EE | $2,796 | $5,291-47.1% | $4,728-40.9% | $6,400-56.3% |
| Admin fee / account holder | $26,693 | $7,489+256.4% | $6,410+316.4% | $11,426+133.6% |