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 | $106,890 | $82,286+29.9% | $68,791+55.4% | $134,475-20.5% |
| Participation rate | 86.7% | 75.1%+11.6pp | 69.0%+17.6pp | 81.2%+5.4pp |
| Annual return | -14.35% | -2.19%-12.2pp | -6.38%-8.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,923 | $3,301-41.8% | $2,655-27.6% | $4,740-59.4% |
| Participant deferral / active EE | $4,263 | $4,739-10.0% | $3,941+8.2% | $6,400-33.4% |
| Admin fee / account holder | $2,245 | $6,481-65.4% | $4,932-54.5% | $11,426-80.3% |