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 | $145,517 | $82,286+76.8% | $68,791+111.5% | $134,475+8.2% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -11.40% | -2.19%-9.2pp | -6.38%-5.0pp | 417.96%-429.4pp |
| Employer contribution / active EE | $4,760 | $3,301+44.2% | $2,655+79.3% | $4,740+0.4% |
| Participant deferral / active EE | $5,594 | $4,739+18.0% | $3,941+41.9% | $6,400-12.6% |
| Admin fee / account holder | $11,754 | $6,481+81.4% | $4,932+138.3% | $11,426+2.9% |