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 | $183,064 | $133,958+36.7% | $112,228+63.1% | $134,475+36.1% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -13.18% | 47.11%-60.3pp | 27.45%-40.6pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,111 | $4,038-47.7% | $3,635-41.9% | $4,740-55.5% |
| Participant deferral / active EE | $6,867 | $5,291+29.8% | $4,728+45.3% | $6,400+7.3% |
| Admin fee / account holder | $12,106 | $7,489+61.7% | $6,410+88.9% | $11,426+5.9% |