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 | $147,773 | $100,754+46.7% | $86,677+70.5% | $134,475+9.9% |
| Participation rate | 87.0% | 78.9%+8.0pp | 76.6%+10.4pp | 81.2%+5.7pp |
| Annual return | -16.60% | 29.04%-45.6pp | 35.91%-52.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,030 | $3,489-41.8% | $2,836-28.4% | $4,740-57.2% |
| Participant deferral / active EE | $8,856 | $5,338+65.9% | $4,656+90.2% | $6,400+38.4% |
| Admin fee / account holder | $1,363 | $10,926-87.5% | $7,493-81.8% | $11,426-88.1% |