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 | $128,574 | $167,484-23.2% | $151,611-15.2% | $134,475-4.4% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -18.35% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $9,310 | $6,829+36.3% | $6,166+51.0% | $4,740+96.4% |
| Participant deferral / active EE | $7,535 | $8,986-16.1% | $8,363-9.9% | $6,400+17.7% |
| Admin fee / account holder | $3,620 | $13,783-73.7% | $11,616-68.8% | $11,426-68.3% |