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 | $85,405 | $95,862-10.9% | $79,550+7.4% | $134,475-36.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -14.59% | -2.69%-11.9pp | 0.16%-14.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,776 | $3,128-11.2% | $2,413+15.1% | $4,740-41.4% |
| Participant deferral / active EE | $8,895 | $4,693+89.5% | $3,985+123.2% | $6,400+39.0% |
| Admin fee / account holder | $53,610 | $9,126+487.4% | $6,832+684.6% | $11,426+369.2% |