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 | $180,327 | $90,519+99.2% | $93,789+92.3% | $134,475+34.1% |
| Participation rate | 92.3% | 82.0%+10.4pp | 81.0%+11.4pp | 81.2%+11.1pp |
| Annual return | -19.37% | -15.72%-3.6pp | -11.33%-8.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $7,224 | $4,343+66.4% | $4,323+67.1% | $4,740+52.4% |
| Participant deferral / active EE | $10,090 | $5,978+68.8% | $6,094+65.6% | $6,400+57.7% |
| Admin fee / account holder | $51,376 | $9,252+455.3% | $7,195+614.1% | $11,426+349.6% |