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 | $173,669 | $142,344+22.0% | $119,609+45.2% | $134,475+29.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -17.58% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,353 | $5,222-35.8% | $4,232-20.8% | $4,740-29.3% |
| Participant deferral / active EE | $8,752 | $6,469+35.3% | $5,602+56.2% | $6,400+36.8% |
| Admin fee / account holder | $897 | $13,584-93.4% | $10,323-91.3% | $11,426-92.2% |