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 | $226,107 | $133,958+68.8% | $112,228+101.5% | $134,475+68.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -16.12% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,549 | $4,038-36.9% | $3,635-29.9% | $4,740-46.2% |
| Participant deferral / active EE | $8,636 | $5,291+63.2% | $4,728+82.7% | $6,400+34.9% |
| Admin fee / account holder | $1,413 | $7,489-81.1% | $6,410-78.0% | $11,426-87.6% |