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 | $144,107 | $99,032+45.5% | $80,019+80.1% | $135,375+6.5% |
| Participation rate | 78.6% | 78.4%+0.2pp | 75.8%+2.7pp | 82.6%-4.1pp |
| Annual return | -7.16% | 15.39%-22.5pp | 11.22%-18.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,094 | $3,043-64.1% | $2,468-55.7% | $4,779-77.1% |
| Participant deferral / active EE | $3,202 | $4,282-25.2% | $3,686-13.1% | $5,609-42.9% |
| Admin fee / account holder | $15,768 | $10,436+51.1% | $6,521+141.8% | $10,827+45.6% |