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 | $172,300 | $133,958+28.6% | $112,228+53.5% | $134,475+28.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.12% | 47.11%-66.2pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,418 | $4,038-64.9% | $3,635-61.0% | $4,740-70.1% |
| Participant deferral / active EE | $2,333 | $5,291-55.9% | $4,728-50.7% | $6,400-63.5% |
| Admin fee / account holder | $6,289 | $7,489-16.0% | $6,410-1.9% | $11,426-45.0% |