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 | $168,187 | $91,911+83.0% | $68,793+144.5% | $135,375+24.2% |
| Participation rate | 89.5% | 76.7%+12.7pp | 72.2%+17.2pp | 82.6%+6.8pp |
| Annual return | -8.00% | -8.22%+0.2pp | -4.63%-3.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,286 | $3,924-16.2% | $2,625+25.2% | $4,779-31.2% |
| Participant deferral / active EE | $2,576 | $4,315-40.3% | $3,311-22.2% | $5,609-54.1% |
| Admin fee / account holder | $3,462 | $9,240-62.5% | $5,131-32.5% | $10,827-68.0% |