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 5-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 | $101,991 | $82,286+23.9% | $68,791+48.3% | $134,475-24.2% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -17.55% | -2.19%-15.4pp | -6.38%-11.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,323 | $3,301-29.6% | $2,655-12.5% | $4,740-51.0% |
| Participant deferral / active EE | $10,465 | $4,739+120.8% | $3,941+165.5% | $6,400+63.5% |
| Admin fee / account holder | $378 | $6,481-94.2% | $4,932-92.3% | $11,426-96.7% |