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 | $168,357 | $133,958+25.7% | $112,228+50.0% | $134,475+25.2% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -17.18% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,330 | $4,038-17.5% | $3,635-8.4% | $4,740-29.7% |
| Participant deferral / active EE | $8,373 | $5,291+58.3% | $4,728+77.1% | $6,400+30.8% |
| Admin fee / account holder | $8,605 | $7,489+14.9% | $6,410+34.2% | $11,426-24.7% |