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 | $145,361 | $76,912+89.0% | $129,110+12.6% | $68,494+112.2% |
| Participation rate | 95.1% | 69.1%+25.9pp | 77.3%+17.8pp | 67.9%+27.2pp |
| Annual return | -11.55% | -9.78%-1.8pp | -10.94%-0.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,247 | $4,732+53.1% | $6,542+10.8% | $4,027+79.9% |
| Admin fee / account holder | $12,736 | $6,638+91.9% | $14,302-11.0% | $5,403+135.7% |