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 | $192,695 | $175,600+9.7% | $129,110+49.2% | $134,475+43.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.3%+8.5pp | 81.2%+4.5pp |
| Annual return | -12.37% | -11.39%-1.0pp | -10.94%-1.4pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,640 | $6,355-42.7% | $5,052-27.9% | $4,740-23.2% |
| Participant deferral / active EE | $6,886 | $7,975-13.7% | $6,542+5.2% | $6,400+7.6% |
| Admin fee / account holder | $119,696 | $23,567+407.9% | $14,302+736.9% | $11,426+947.6% |