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 | $165,971 | $107,791+54.0% | $90,645+83.1% | $135,375+22.6% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.0%+16.0pp | 82.6%+7.4pp |
| Annual return | -6.43% | -0.90%-5.5pp | 1.88%-8.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,882 | $3,018-4.5% | $2,532+13.8% | $4,779-39.7% |
| Participant deferral / active EE | $7,597 | $3,872+96.2% | $3,425+121.8% | $5,609+35.5% |
| Admin fee / account holder | $4,160 | $5,930-29.8% | $4,994-16.7% | $10,827-61.6% |