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 | $161,989 | $133,958+20.9% | $112,228+44.3% | $134,475+20.5% |
| Participation rate | 82.6% | 78.6%+4.1pp | 75.1%+7.5pp | 81.2%+1.4pp |
| Annual return | -15.40% | 47.11%-62.5pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,691 | $4,038-33.4% | $3,635-26.0% | $4,740-43.2% |
| Participant deferral / active EE | $7,126 | $5,291+34.7% | $4,728+50.7% | $6,400+11.4% |
| Admin fee / account holder | $62,108 | $7,489+729.4% | $6,410+868.9% | $11,426+443.6% |