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 | $235,191 | $142,344+65.2% | $119,609+96.6% | $134,475+74.9% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -17.98% | -12.44%-5.5pp | -14.97%-3.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,661 | $5,222-10.7% | $4,232+10.1% | $4,740-1.7% |
| Participant deferral / active EE | $10,436 | $6,469+61.3% | $5,602+86.3% | $6,400+63.1% |
| Admin fee / account holder | $4,502 | $13,584-66.9% | $10,323-56.4% | $11,426-60.6% |