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 | $156,344 | $133,958+16.7% | $112,228+39.3% | $134,475+16.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.50% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,174 | $4,038-70.9% | $3,635-67.7% | $4,740-75.2% |
| Participant deferral / active EE | $2,100 | $5,291-60.3% | $4,728-55.6% | $6,400-67.2% |
| Admin fee / account holder | $7,056 | $7,489-5.8% | $6,410+10.1% | $11,426-38.2% |