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 | $170,525 | $95,862+77.9% | $79,550+114.4% | $134,475+26.8% |
| Participation rate | 81.3% | 75.0%+6.2pp | 69.5%+11.8pp | 81.2%0pp |
| Annual return | -15.17% | -2.69%-12.5pp | 0.16%-15.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,516 | $3,128-51.5% | $2,413-37.2% | $4,740-68.0% |
| Participant deferral / active EE | $5,001 | $4,693+6.6% | $3,985+25.5% | $6,400-21.9% |
| Admin fee / account holder | $4,174 | $9,126-54.3% | $6,832-38.9% | $11,426-63.5% |