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 7-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 | $145,485 | $129,942+12.0% | $104,294+39.5% | $134,475+8.2% |
| Participation rate | 93.3% | 79.5%+13.8pp | 73.3%+20.1pp | 81.2%+12.1pp |
| Annual return | -17.79% | 42.03%-59.8pp | 24.61%-42.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $8,857 | $4,184+111.7% | $3,372+162.7% | $4,740+86.9% |
| Participant deferral / active EE | $5,106 | $5,588-8.6% | $4,625+10.4% | $6,400-20.2% |
| Admin fee / account holder | $2,483 | $9,323-73.4% | $7,339-66.2% | $11,426-78.3% |