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 | $191,673 | $142,344+34.7% | $119,609+60.2% | $134,475+42.5% |
| Participation rate | 91.3% | 82.8%+8.5pp | 79.3%+12.0pp | 81.2%+10.1pp |
| Annual return | -18.13% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,779 | $5,222-27.6% | $4,232-10.7% | $4,740-20.3% |
| Participant deferral / active EE | $9,249 | $6,469+43.0% | $5,602+65.1% | $6,400+44.5% |
| Admin fee / account holder | $5,903 | $13,584-56.5% | $10,323-42.8% | $11,426-48.3% |