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 | $239,555 | $138,065+73.5% | $123,544+93.9% | $135,375+77.0% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -7.51% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,620 | $5,151-29.7% | $4,628-21.8% | $4,779-24.2% |
| Participant deferral / active EE | $6,662 | $6,799-2.0% | $6,426+3.7% | $5,609+18.8% |
| Admin fee / account holder | $16,722 | $10,916+53.2% | $9,284+80.1% | $10,827+54.5% |