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 | $127,864 | $99,032+29.1% | $80,019+59.8% | $135,375-5.5% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -3.11% | 15.39%-18.5pp | 11.22%-14.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,695 | $3,043-44.3% | $2,468-31.3% | $4,779-64.5% |
| Participant deferral / active EE | $7,766 | $4,282+81.4% | $3,686+110.7% | $5,609+38.5% |
| Admin fee / account holder | $9,390 | $10,436-10.0% | $6,521+44.0% | $10,827-13.3% |