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 | $168,305 | $133,958+25.6% | $112,228+50.0% | $134,475+25.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -10.78% | 47.11%-57.9pp | 27.45%-38.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $4,527 | $4,038+12.1% | $3,635+24.5% | $4,740-4.5% |
| Participant deferral / active EE | $16,543 | $5,291+212.7% | $4,728+249.9% | $6,400+158.5% |
| Admin fee / account holder | $4,104 | $7,489-45.2% | $6,410-36.0% | $11,426-64.1% |