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 | $156,574 | $129,942+20.5% | $104,294+50.1% | $134,475+16.4% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -16.92% | 42.03%-59.0pp | 24.61%-41.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,189 | $4,184-47.7% | $3,372-35.1% | $4,740-53.8% |
| Participant deferral / active EE | $4,277 | $5,588-23.5% | $4,625-7.5% | $6,400-33.2% |
| Admin fee / account holder | $1,304 | $9,323-86.0% | $7,339-82.2% | $11,426-88.6% |