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 | $123,234 | $54,229+127.2% | $70,092+75.8% | $68,494+79.9% |
| Participation rate | 88.9% | 64.5%+24.4pp | 70.5%+18.4pp | 67.9%+21.0pp |
| Annual return | -15.70% | -13.87%-1.8pp | 190.73%-206.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,711 | $2,018-15.2% | $2,559-33.1% | $2,596-34.1% |
| Participant deferral / active EE | $3,089 | $2,956+4.5% | $3,849-19.7% | $4,027-23.3% |
| Admin fee / account holder | $5,526 | $4,694+17.7% | $6,267-11.8% | $5,403+2.3% |