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 | $138,918 | $82,286+68.8% | $68,791+101.9% | $134,475+3.3% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | -18.16% | -2.19%-16.0pp | -6.38%-11.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,941 | $3,301-10.9% | $2,655+10.8% | $4,740-38.0% |
| Participant deferral / active EE | $8,949 | $4,739+88.9% | $3,941+127.1% | $6,400+39.8% |
| Admin fee / account holder | $3,991 | $6,481-38.4% | $4,932-19.1% | $11,426-65.1% |