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 | $137,419 | $82,286+67.0% | $68,791+99.8% | $134,475+2.2% |
| Participation rate | 86.7% | 75.1%+11.6pp | 69.0%+17.6pp | 81.2%+5.4pp |
| Annual return | -13.42% | -2.19%-11.2pp | -6.38%-7.0pp | 417.96%-431.4pp |
| Employer contribution / active EE | $834 | $3,301-74.7% | $2,655-68.6% | $4,740-82.4% |
| Participant deferral / active EE | $3,333 | $4,739-29.7% | $3,941-15.4% | $6,400-47.9% |
| Admin fee / account holder | $19,201 | $6,481+196.3% | $4,932+289.3% | $11,426+68.0% |