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 | $124,812 | $105,860+17.9% | $90,749+37.5% | $134,475-7.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -15.87% | -11.01%-4.9pp | -12.16%-3.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,755 | $3,462-20.4% | $2,921-5.7% | $4,740-41.9% |
| Participant deferral / active EE | $8,785 | $5,216+68.4% | $4,564+92.5% | $6,400+37.3% |
| Admin fee / account holder | $26,653 | $13,938+91.2% | $8,445+215.6% | $11,426+133.3% |