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 | $94,806 | $95,862-1.1% | $79,550+19.2% | $134,475-29.5% |
| Participation rate | 81.0% | 75.0%+5.9pp | 69.5%+11.5pp | 81.2%-0.3pp |
| Annual return | -14.33% | -2.69%-11.6pp | 0.16%-14.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $5,057 | $3,128+61.7% | $2,413+109.6% | $4,740+6.7% |
| Participant deferral / active EE | $4,137 | $4,693-11.8% | $3,985+3.8% | $6,400-35.4% |
| Admin fee / account holder | $1,944 | $9,126-78.7% | $6,832-71.5% | $11,426-83.0% |