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 | $196,100 | $105,860+85.2% | $90,749+116.1% | $134,475+45.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -17.35% | -11.01%-6.3pp | -12.16%-5.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,831 | $3,462-18.2% | $2,921-3.1% | $4,740-40.3% |
| Participant deferral / active EE | $12,092 | $5,216+131.8% | $4,564+164.9% | $6,400+89.0% |
| Admin fee / account holder | $75,233 | $13,938+439.8% | $8,445+790.9% | $11,426+558.4% |