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 | $145,406 | $95,862+51.7% | $79,550+82.8% | $134,475+8.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -17.78% | -2.69%-15.1pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,228 | $3,128-60.8% | $2,413-49.1% | $4,740-74.1% |
| Participant deferral / active EE | $4,226 | $4,693-9.9% | $3,985+6.0% | $6,400-34.0% |
| Admin fee / account holder | $988 | $9,126-89.2% | $6,832-85.5% | $11,426-91.4% |