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 | $118,255 | $81,900+44.4% | $119,609-1.1% | $68,494+72.6% |
| Participation rate | 93.1% | 71.9%+21.2pp | 79.3%+13.8pp | 67.9%+25.2pp |
| Annual return | -18.58% | -23.82%+5.2pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,906 | $2,693+82.2% | $4,232+15.9% | $2,596+89.0% |
| Participant deferral / active EE | $7,009 | $4,148+69.0% | $5,602+25.1% | $4,027+74.0% |
| Admin fee / account holder | $23,265 | $6,582+253.5% | $10,323+125.4% | $5,403+330.6% |