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 | $196,869 | $133,958+47.0% | $112,228+75.4% | $134,475+46.4% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.3pp |
| Annual return | -10.50% | 47.11%-57.6pp | 27.45%-38.0pp | 417.96%-428.5pp |
| Employer contribution / active EE | $6,225 | $4,038+54.2% | $3,635+71.3% | $4,740+31.3% |
| Participant deferral / active EE | $13,875 | $5,291+162.3% | $4,728+193.5% | $6,400+116.8% |
| Admin fee / account holder | $4,832 | $7,489-35.5% | $6,410-24.6% | $11,426-57.7% |