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 | $107,918 | $85,790+25.8% | $67,313+60.3% | $135,375-20.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -8.37% | -0.54%-7.8pp | -4.08%-4.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,327 | $3,487-61.9% | $2,566-48.3% | $4,779-72.2% |
| Participant deferral / active EE | $4,169 | $4,651-10.4% | $3,568+16.8% | $5,609-25.7% |
| Admin fee / account holder | $852 | $6,392-86.7% | $4,507-81.1% | $10,827-92.1% |