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 | $194,927 | $105,860+84.1% | $90,749+114.8% | $134,475+45.0% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.7%+1.2pp | 81.2%-4.3pp |
| Annual return | -18.29% | -11.01%-7.3pp | -12.16%-6.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,133 | $3,462-67.3% | $2,921-61.2% | $4,740-76.1% |
| Participant deferral / active EE | $3,488 | $5,216-33.1% | $4,564-23.6% | $6,400-45.5% |
| Admin fee / account holder | $2,899 | $13,938-79.2% | $8,445-65.7% | $11,426-74.6% |