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 | $153,307 | $99,640+53.9% | $86,436+77.4% | $134,475+14.0% |
| Participation rate | 86.7% | 82.0%+4.6pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -12.74% | 6782.58%-6795.3pp | 4394.89%-4407.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,036 | $4,400-53.7% | $3,769-46.0% | $4,740-57.0% |
| Participant deferral / active EE | $7,410 | $7,246+2.3% | $6,952+6.6% | $6,400+15.8% |
| Admin fee / account holder | $5,432 | $8,371-35.1% | $6,731-19.3% | $11,426-52.5% |