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 | $209,979 | $105,860+98.4% | $90,749+131.4% | $134,475+56.1% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -18.19% | -11.01%-7.2pp | -12.16%-6.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,393 | $3,462-59.8% | $2,921-52.3% | $4,740-70.6% |
| Participant deferral / active EE | $4,136 | $5,216-20.7% | $4,564-9.4% | $6,400-35.4% |
| Admin fee / account holder | $1,192 | $13,938-91.4% | $8,445-85.9% | $11,426-89.6% |