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 | $155,726 | $82,286+89.2% | $68,791+126.4% | $134,475+15.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -17.27% | -2.19%-15.1pp | -6.38%-10.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,981 | $3,301+20.6% | $2,655+49.9% | $4,740-16.0% |
| Participant deferral / active EE | $6,461 | $4,739+36.4% | $3,941+63.9% | $6,400+1.0% |
| Admin fee / account holder | $10,471 | $6,481+61.6% | $4,932+112.3% | $11,426-8.4% |