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 | $209,176 | $142,344+47.0% | $119,609+74.9% | $134,475+55.6% |
| Participation rate | 85.0% | 82.8%+2.2pp | 79.3%+5.7pp | 81.2%+3.8pp |
| Annual return | -18.15% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,003 | $5,222-23.3% | $4,232-5.4% | $4,740-15.5% |
| Participant deferral / active EE | $14,969 | $6,469+131.4% | $5,602+167.2% | $6,400+133.9% |
| Admin fee / account holder | $2,367 | $13,584-82.6% | $10,323-77.1% | $11,426-79.3% |