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 | $126,960 | $105,860+19.9% | $90,749+39.9% | $134,475-5.6% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -17.20% | -11.01%-6.2pp | -12.16%-5.0pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,228 | $3,462-35.7% | $2,921-23.7% | $4,740-53.0% |
| Participant deferral / active EE | $6,615 | $5,216+26.8% | $4,564+44.9% | $6,400+3.4% |
| Admin fee / account holder | $18,210 | $13,938+30.6% | $8,445+115.6% | $11,426+59.4% |