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 | $121,281 | $95,862+26.5% | $79,550+52.5% | $134,475-9.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -20.16% | -2.69%-17.5pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,703 | $3,128-45.6% | $2,413-29.4% | $4,740-64.1% |
| Participant deferral / active EE | $2,483 | $4,693-47.1% | $3,985-37.7% | $6,400-61.2% |
| Admin fee / account holder | $1,287 | $9,126-85.9% | $6,832-81.2% | $11,426-88.7% |