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 | $216,027 | $142,344+51.8% | $119,609+80.6% | $134,475+60.6% |
| Participation rate | 85.0% | 82.8%+2.2pp | 79.3%+5.7pp | 81.2%+3.8pp |
| Annual return | -14.98% | -12.44%-2.5pp | -14.97%0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,278 | $5,222-75.5% | $4,232-69.8% | $4,740-73.0% |
| Participant deferral / active EE | $3,411 | $6,469-47.3% | $5,602-39.1% | $6,400-46.7% |
| Admin fee / account holder | $5,053 | $13,584-62.8% | $10,323-51.1% | $11,426-55.8% |