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 | $155,819 | $82,286+89.4% | $68,791+126.5% | $134,475+15.9% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -14.50% | -2.19%-12.3pp | -6.38%-8.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,391 | $3,301+33.0% | $2,655+65.4% | $4,740-7.4% |
| Participant deferral / active EE | $10,399 | $4,739+119.5% | $3,941+163.9% | $6,400+62.5% |
| Admin fee / account holder | $3,645 | $6,481-43.8% | $4,932-26.1% | $11,426-68.1% |