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 | $102,155 | $95,862+6.6% | $79,550+28.4% | $134,475-24.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -13.23% | -2.69%-10.5pp | 0.16%-13.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $565 | $3,128-82.0% | $2,413-76.6% | $4,740-88.1% |
| Participant deferral / active EE | $3,625 | $4,693-22.7% | $3,985-9.0% | $6,400-43.4% |
| Admin fee / account holder | $40,712 | $9,126+346.1% | $6,832+495.9% | $11,426+256.3% |