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 | $144,273 | $133,958+7.7% | $112,228+28.6% | $134,475+7.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -16.79% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,447 | $4,038-39.4% | $3,635-32.7% | $4,740-48.4% |
| Participant deferral / active EE | $3,790 | $5,291-28.4% | $4,728-19.8% | $6,400-40.8% |
| Admin fee / account holder | $15,146 | $7,489+102.3% | $6,410+136.3% | $11,426+32.6% |