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 | $186,068 | $133,958+38.9% | $112,228+65.8% | $134,475+38.4% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -13.96% | 47.11%-61.1pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,769 | $4,038-6.7% | $3,635+3.7% | $4,740-20.5% |
| Participant deferral / active EE | $9,614 | $5,291+81.7% | $4,728+103.4% | $6,400+50.2% |
| Admin fee / account holder | $37,532 | $7,489+401.2% | $6,410+485.5% | $11,426+228.5% |