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 | $194,965 | $142,344+37.0% | $119,609+63.0% | $134,475+45.0% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -18.81% | -12.44%-6.4pp | -14.97%-3.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,043 | $5,222-41.7% | $4,232-28.1% | $4,740-35.8% |
| Participant deferral / active EE | $11,822 | $6,469+82.7% | $5,602+111.0% | $6,400+84.7% |
| Admin fee / account holder | $7,070 | $13,584-48.0% | $10,323-31.5% | $11,426-38.1% |