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 | $186,876 | $133,958+39.5% | $112,228+66.5% | $134,475+39.0% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.1%+16.2pp | 81.2%+10.1pp |
| Annual return | -16.72% | 47.11%-63.8pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,743 | $4,038-7.3% | $3,635+3.0% | $4,740-21.0% |
| Participant deferral / active EE | $4,645 | $5,291-12.2% | $4,728-1.8% | $6,400-27.4% |
| Admin fee / account holder | $3,524 | $7,489-52.9% | $6,410-45.0% | $11,426-69.2% |