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 | $232,720 | $133,958+73.7% | $112,228+107.4% | $134,475+73.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -13.21% | 47.11%-60.3pp | 27.45%-40.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,941 | $4,038-27.2% | $3,635-19.1% | $4,740-38.0% |
| Participant deferral / active EE | $9,613 | $5,291+81.7% | $4,728+103.3% | $6,400+50.2% |
| Admin fee / account holder | $8,785 | $7,489+17.3% | $6,410+37.1% | $11,426-23.1% |