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 | $165,464 | $133,958+23.5% | $112,228+47.4% | $134,475+23.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -13.68% | 47.11%-60.8pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,110 | $4,038-23.0% | $3,635-14.4% | $4,740-34.4% |
| Participant deferral / active EE | $9,866 | $5,291+86.5% | $4,728+108.7% | $6,400+54.2% |
| Admin fee / account holder | $8,020 | $7,489+7.1% | $6,410+25.1% | $11,426-29.8% |