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 | $145,152 | $95,862+51.4% | $79,550+82.5% | $134,475+7.9% |
| Participation rate | 94.4% | 75.0%+19.4pp | 69.5%+25.0pp | 81.2%+13.2pp |
| Annual return | -16.49% | -2.69%-13.8pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,644 | $3,128-47.4% | $2,413-31.9% | $4,740-65.3% |
| Participant deferral / active EE | $7,105 | $4,693+51.4% | $3,985+78.3% | $6,400+11.0% |
| Admin fee / account holder | $1,533 | $9,126-83.2% | $6,832-77.6% | $11,426-86.6% |