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 | $182,020 | $133,958+35.9% | $112,228+62.2% | $134,475+35.4% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -18.94% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,000 | $4,038-25.7% | $3,635-17.5% | $4,740-36.7% |
| Participant deferral / active EE | $7,150 | $5,291+35.1% | $4,728+51.2% | $6,400+11.7% |
| Admin fee / account holder | $1,836 | $7,489-75.5% | $6,410-71.4% | $11,426-83.9% |