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 | $185,958 | $133,958+38.8% | $112,228+65.7% | $134,475+38.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -17.19% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,621 | $4,038-59.8% | $3,635-55.4% | $4,740-65.8% |
| Participant deferral / active EE | $3,422 | $5,291-35.3% | $4,728-27.6% | $6,400-46.5% |
| Admin fee / account holder | $16,020 | $7,489+113.9% | $6,410+149.9% | $11,426+40.2% |