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 | $167,068 | $133,958+24.7% | $112,228+48.9% | $134,475+24.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -17.62% | 47.11%-64.7pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,240 | $4,038-44.5% | $3,635-38.4% | $4,740-52.7% |
| Participant deferral / active EE | $8,683 | $5,291+64.1% | $4,728+83.7% | $6,400+35.7% |
| Admin fee / account holder | $1,651 | $7,489-78.0% | $6,410-74.2% | $11,426-85.5% |