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 | $193,186 | $142,344+35.7% | $119,609+61.5% | $134,475+43.7% |
| Participation rate | 78.3% | 82.8%-4.6pp | 79.3%-1.0pp | 81.2%-3.0pp |
| Annual return | -18.89% | -12.44%-6.5pp | -14.97%-3.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,747 | $5,222-28.2% | $4,232-11.5% | $4,740-20.9% |
| Participant deferral / active EE | $8,297 | $6,469+28.3% | $5,602+48.1% | $6,400+29.7% |
| Admin fee / account holder | $15,212 | $13,584+12.0% | $10,323+47.4% | $11,426+33.1% |