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 | $111,217 | $152,509-27.1% | $117,472-5.3% | $134,475-17.3% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -18.57% | 52.99%-71.6pp | 29.74%-48.3pp | 417.96%-436.5pp |
| Employer contribution / active EE | $903 | $5,571-83.8% | $4,176-78.4% | $4,740-81.0% |
| Participant deferral / active EE | $8,296 | $4,818+72.2% | $4,070+103.8% | $6,400+29.6% |
| Admin fee / account holder | $4,231 | $7,004-39.6% | $5,645-25.0% | $11,426-63.0% |