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 | $234,329 | $93,024+151.9% | $77,024+204.2% | $134,475+74.3% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -13.54% | 62.60%-76.1pp | 42.32%-55.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,708 | $3,418+8.5% | $2,812+31.8% | $4,740-21.8% |
| Participant deferral / active EE | $5,597 | $5,238+6.9% | $4,426+26.4% | $6,400-12.5% |
| Admin fee / account holder | $23,003 | $6,944+231.3% | $5,425+324.0% | $11,426+101.3% |