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 | $233,421 | $133,958+74.2% | $112,228+108.0% | $134,475+73.6% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.3pp |
| Annual return | -15.92% | 47.11%-63.0pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,987 | $4,038+23.5% | $3,635+37.2% | $4,740+5.2% |
| Participant deferral / active EE | $12,783 | $5,291+141.6% | $4,728+170.4% | $6,400+99.7% |
| Admin fee / account holder | $8,139 | $7,489+8.7% | $6,410+27.0% | $11,426-28.8% |