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 | $122,352 | $105,860+15.6% | $90,749+34.8% | $134,475-9.0% |
| Participation rate | 72.2% | 78.2%-6.0pp | 75.7%-3.5pp | 81.2%-9.0pp |
| Annual return | -16.60% | -11.01%-5.6pp | -12.16%-4.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,695 | $3,462-51.1% | $2,921-42.0% | $4,740-64.2% |
| Participant deferral / active EE | $5,834 | $5,216+11.9% | $4,564+27.8% | $6,400-8.8% |
| Admin fee / account holder | $46,449 | $13,938+233.3% | $8,445+450.0% | $11,426+306.5% |