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 | $159,237 | $82,664+92.6% | $125,339+27.0% | $68,494+132.5% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -13.01% | -5.97%-7.0pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,431 | $3,381-57.7% | $4,814-70.3% | $2,596-44.9% |
| Participant deferral / active EE | $4,056 | $6,110-33.6% | $7,446-45.5% | $4,027+0.7% |
| Admin fee / account holder | $2,421 | $6,275-61.4% | $10,010-75.8% | $5,403-55.2% |