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 | $127,348 | $91,911+38.6% | $68,793+85.1% | $135,375-5.9% |
| Participation rate | 73.3% | 76.7%-3.4pp | 72.2%+1.1pp | 82.6%-9.3pp |
| Annual return | -4.22% | -8.22%+4.0pp | -4.63%+0.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,640 | $4,315+77.0% | $3,311+130.7% | $5,609+36.2% |
| Admin fee / account holder | $435 | $9,240-95.3% | $5,131-91.5% | $10,827-96.0% |