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 | $170,859 | $95,862+78.2% | $79,550+114.8% | $134,475+27.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -19.58% | -2.69%-16.9pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,771 | $3,128-43.4% | $2,413-26.6% | $4,740-62.6% |
| Participant deferral / active EE | $16,337 | $4,693+248.1% | $3,985+309.9% | $6,400+155.3% |
| Admin fee / account holder | $1,447 | $9,126-84.1% | $6,832-78.8% | $11,426-87.3% |