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 | $150,674 | $91,911+63.9% | $68,793+119.0% | $135,375+11.3% |
| Participation rate | 81.8% | 76.7%+5.1pp | 72.2%+9.6pp | 82.6%-0.8pp |
| Annual return | -6.96% | -8.22%+1.3pp | -4.63%-2.3pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,426 | $3,924-63.6% | $2,625-45.7% | $4,779-70.2% |
| Participant deferral / active EE | $1,977 | $4,315-54.2% | $3,311-40.3% | $5,609-64.7% |
| Admin fee / account holder | $31,934 | $9,240+245.6% | $5,131+522.4% | $10,827+194.9% |