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 8-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 | $183,759 | $138,065+33.1% | $123,544+48.7% | $135,375+35.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.12% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,913 | $5,151-24.0% | $4,628-15.5% | $4,779-18.1% |
| Participant deferral / active EE | $6,662 | $6,799-2.0% | $6,426+3.7% | $5,609+18.8% |
| Admin fee / account holder | $13,853 | $10,916+26.9% | $9,284+49.2% | $10,827+27.9% |