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 | $159,053 | $92,703+71.6% | $82,719+92.3% | $134,475+18.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.10% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,933 | $3,274-10.4% | $3,009-2.5% | $4,740-38.1% |
| Participant deferral / active EE | $8,803 | $4,802+83.3% | $4,395+100.3% | $6,400+37.5% |
| Admin fee / account holder | $3,327 | $5,983-44.4% | $5,329-37.6% | $11,426-70.9% |