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 | $179,024 | $133,958+33.6% | $112,228+59.5% | $134,475+33.1% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -16.47% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $7,477 | $4,038+85.2% | $3,635+105.7% | $4,740+57.8% |
| Participant deferral / active EE | $14,604 | $5,291+176.0% | $4,728+208.9% | $6,400+128.2% |
| Admin fee / account holder | $14,528 | $7,489+94.0% | $6,410+126.6% | $11,426+27.2% |