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 | $125,058 | $95,862+30.5% | $79,550+57.2% | $134,475-7.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -16.32% | -2.69%-13.6pp | 0.16%-16.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,704 | $3,128-45.5% | $2,413-29.4% | $4,740-64.0% |
| Participant deferral / active EE | $6,465 | $4,693+37.8% | $3,985+62.2% | $6,400+1.0% |
| Admin fee / account holder | $7,408 | $9,126-18.8% | $6,832+8.4% | $11,426-35.2% |