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 | $150,647 | $129,942+15.9% | $104,294+44.4% | $134,475+12.0% |
| Participation rate | 84.2% | 79.5%+4.7pp | 73.3%+10.9pp | 81.2%+3.0pp |
| Annual return | -13.54% | 42.03%-55.6pp | 24.61%-38.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,223 | $4,184-46.9% | $3,372-34.1% | $4,740-53.1% |
| Participant deferral / active EE | $4,888 | $5,588-12.5% | $4,625+5.7% | $6,400-23.6% |
| Admin fee / account holder | $30,746 | $9,323+229.8% | $7,339+318.9% | $11,426+169.1% |