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 6-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 | $154,228 | $133,958+15.1% | $112,228+37.4% | $134,475+14.7% |
| Participation rate | 77.3% | 78.6%-1.3pp | 75.1%+2.2pp | 81.2%-3.9pp |
| Annual return | -13.90% | 47.11%-61.0pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,295 | $4,038-67.9% | $3,635-64.4% | $4,740-72.7% |
| Participant deferral / active EE | $3,242 | $5,291-38.7% | $4,728-31.4% | $6,400-49.3% |
| Admin fee / account holder | $8,620 | $7,489+15.1% | $6,410+34.5% | $11,426-24.6% |