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 | $177,678 | $147,167+20.7% | $111,392+59.5% | $135,375+31.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 78.9%+15.6pp | 82.6%+11.8pp |
| Annual return | -4.72% | -4.44%-0.3pp | -2.06%-2.7pp | 519.73%-524.4pp |
| Employer contribution / active EE | $8,939 | $5,204+71.8% | $4,328+106.5% | $4,779+87.1% |
| Participant deferral / active EE | $8,596 | $6,565+30.9% | $5,567+54.4% | $5,609+53.3% |
| Admin fee / account holder | $4,934 | $20,270-75.7% | $12,266-59.8% | $10,827-54.4% |