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 | $245,475 | $129,942+88.9% | $104,294+135.4% | $134,475+82.5% |
| Participation rate | 77.8% | 79.5%-1.7pp | 73.3%+4.5pp | 81.2%-3.4pp |
| Annual return | -9.50% | 42.03%-51.5pp | 24.61%-34.1pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,605 | $4,184-61.6% | $3,372-52.4% | $4,740-66.1% |
| Participant deferral / active EE | $4,742 | $5,588-15.1% | $4,625+2.5% | $6,400-25.9% |
| Admin fee / account holder | $8,808 | $9,323-5.5% | $7,339+20.0% | $11,426-22.9% |