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 | $166,234 | $129,942+27.9% | $104,294+59.4% | $134,475+23.6% |
| Participation rate | 84.2% | 79.5%+4.7pp | 73.3%+10.9pp | 81.2%+3.0pp |
| Annual return | -15.91% | 42.03%-57.9pp | 24.61%-40.5pp | 417.96%-433.9pp |
| Employer contribution / active EE | $6,767 | $4,184+61.7% | $3,372+100.7% | $4,740+42.8% |
| Participant deferral / active EE | $11,083 | $5,588+98.3% | $4,625+139.6% | $6,400+73.2% |
| Admin fee / account holder | $117,738 | $9,323+1162.9% | $7,339+1504.2% | $11,426+930.5% |