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 | $205,583 | $95,862+114.5% | $79,550+158.4% | $134,475+52.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -12.87% | -2.69%-10.2pp | 0.16%-13.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,352 | $3,128-56.8% | $2,413-44.0% | $4,740-71.5% |
| Participant deferral / active EE | $4,187 | $4,693-10.8% | $3,985+5.1% | $6,400-34.6% |
| Admin fee / account holder | $8,836 | $9,126-3.2% | $6,832+29.3% | $11,426-22.7% |