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 | $207,870 | $105,860+96.4% | $90,749+129.1% | $134,475+54.6% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.7%+14.8pp | 81.2%+9.3pp |
| Annual return | -16.12% | -11.01%-5.1pp | -12.16%-4.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,539 | $3,462+2.2% | $2,921+21.2% | $4,740-25.3% |
| Participant deferral / active EE | $8,198 | $5,216+57.2% | $4,564+79.6% | $6,400+28.1% |
| Admin fee / account holder | $1,422 | $13,938-89.8% | $8,445-83.2% | $11,426-87.6% |