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 | $153,341 | $81,900+87.2% | $119,609+28.2% | $68,494+123.9% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | -10.95% | -23.82%+12.9pp | -14.97%+4.0pp | -7.84%-3.1pp |
| Employer contribution / active EE | $714 | $2,693-73.5% | $4,232-83.1% | $2,596-72.5% |
| Participant deferral / active EE | $6,743 | $4,148+62.6% | $5,602+20.4% | $4,027+67.4% |
| Admin fee / account holder | $21,047 | $6,582+219.8% | $10,323+103.9% | $5,403+289.6% |