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 | $145,778 | $95,971+51.9% | $74,550+95.5% | $135,375+7.7% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -7.88% | 56.96%-64.8pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,616 | $2,716-3.7% | $1,961+33.4% | $4,779-45.3% |
| Participant deferral / active EE | $6,965 | $3,843+81.2% | $3,108+124.1% | $5,609+24.2% |
| Admin fee / account holder | $4,055 | $6,522-37.8% | $5,060-19.9% | $10,827-62.5% |