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 | $149,483 | $211,958-29.5% | $169,463-11.8% | $135,375+10.4% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.11% | 3.26%-9.4pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,216 | $5,120-17.6% | $4,159+1.4% | $4,779-11.8% |
| Participant deferral / active EE | $11,504 | $6,075+89.4% | $5,277+118.0% | $5,609+105.1% |
| Admin fee / account holder | $20,233 | $11,471+76.4% | $9,109+122.1% | $10,827+86.9% |