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 | $92,667 | $54,229+70.9% | $70,092+32.2% | $68,494+35.3% |
| Participation rate | 91.9% | 64.5%+27.4pp | 70.5%+21.5pp | 67.9%+24.0pp |
| Annual return | -10.24% | -13.87%+3.6pp | 190.73%-201.0pp | -7.84%-2.4pp |
| Employer contribution / active EE | $6,517 | $2,018+222.9% | $2,559+154.7% | $2,596+151.0% |
| Participant deferral / active EE | $5,305 | $2,956+79.5% | $3,849+37.8% | $4,027+31.7% |
| Admin fee / account holder | $1,933 | $4,694-58.8% | $6,267-69.2% | $5,403-64.2% |