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 | $183,891 | $105,860+73.7% | $90,749+102.6% | $134,475+36.7% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.7%+6.7pp | 81.2%+1.1pp |
| Annual return | -13.42% | -11.01%-2.4pp | -12.16%-1.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $6,285 | $3,462+81.5% | $2,921+115.2% | $4,740+32.6% |
| Participant deferral / active EE | $9,100 | $5,216+74.5% | $4,564+99.4% | $6,400+42.2% |
| Admin fee / account holder | $117,450 | $13,938+742.7% | $8,445+1290.8% | $11,426+927.9% |