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 | $166,892 | $133,958+24.6% | $112,228+48.7% | $134,475+24.1% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -12.03% | 47.11%-59.1pp | 27.45%-39.5pp | 417.96%-430.0pp |
| Employer contribution / active EE | $6,007 | $4,038+48.8% | $3,635+65.3% | $4,740+26.7% |
| Participant deferral / active EE | $6,791 | $5,291+28.4% | $4,728+43.6% | $6,400+6.1% |
| Admin fee / account holder | $1,704 | $7,489-77.3% | $6,410-73.4% | $11,426-85.1% |