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 | $120,700 | $105,860+14.0% | $90,749+33.0% | $134,475-10.2% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -14.68% | -11.01%-3.7pp | -12.16%-2.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $19,170 | $3,462+453.7% | $2,921+556.3% | $4,740+304.5% |
| Participant deferral / active EE | $7,974 | $5,216+52.9% | $4,564+74.7% | $6,400+24.6% |
| Admin fee / account holder | $3,447 | $13,938-75.3% | $8,445-59.2% | $11,426-69.8% |