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 | $124,504 | $69,010+80.4% | $159,960-22.2% | $68,494+81.8% |
| Participation rate | 92.0% | 65.4%+26.6pp | 78.0%+14.0pp | 67.9%+24.1pp |
| Annual return | -18.97% | -9.65%-9.3pp | 408.60%-427.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $854 | $2,213-61.4% | $4,226-79.8% | $2,596-67.1% |
| Participant deferral / active EE | $6,345 | $4,212+50.6% | $6,182+2.6% | $4,027+57.5% |
| Admin fee / account holder | $1,651 | $4,798-65.6% | $8,698-81.0% | $5,403-69.4% |