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 | $162,864 | $82,286+97.9% | $68,791+136.7% | $134,475+21.1% |
| Participation rate | 76.9% | 75.1%+1.9pp | 69.0%+7.9pp | 81.2%-4.3pp |
| Annual return | -14.24% | -2.19%-12.0pp | -6.38%-7.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,042 | $3,301-68.4% | $2,655-60.7% | $4,740-78.0% |
| Participant deferral / active EE | $4,604 | $4,739-2.8% | $3,941+16.8% | $6,400-28.1% |
| Admin fee / account holder | $1,661 | $6,481-74.4% | $4,932-66.3% | $11,426-85.5% |