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 | $186,577 | $152,509+22.3% | $117,472+58.8% | $134,475+38.7% |
| Participation rate | 87.0% | 77.1%+9.9pp | 70.6%+16.4pp | 81.2%+5.7pp |
| Annual return | -14.34% | 52.99%-67.3pp | 29.74%-44.1pp | 417.96%-432.3pp |
| Employer contribution / active EE | $5,889 | $5,571+5.7% | $4,176+41.0% | $4,740+24.2% |
| Participant deferral / active EE | $6,367 | $4,818+32.2% | $4,070+56.4% | $6,400-0.5% |
| Admin fee / account holder | $11,428 | $7,004+63.2% | $5,645+102.4% | $11,4260% |