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 | $156,975 | $81,900+91.7% | $119,609+31.2% | $68,494+129.2% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -13.80% | -23.82%+10.0pp | -14.97%+1.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,500 | $2,693-44.3% | $4,232-64.6% | $2,596-42.2% |
| Participant deferral / active EE | $6,779 | $4,148+63.4% | $5,602+21.0% | $4,027+68.3% |
| Admin fee / account holder | $105,783 | $6,582+1507.2% | $10,323+924.7% | $5,403+1857.9% |