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 | $114,070 | $95,862+19.0% | $79,550+43.4% | $134,475-15.2% |
| Participation rate | 79.2% | 75.0%+4.1pp | 69.5%+9.7pp | 81.2%-2.1pp |
| Annual return | -12.06% | -2.69%-9.4pp | 0.16%-12.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,462 | $3,128-53.3% | $2,413-39.4% | $4,740-69.2% |
| Participant deferral / active EE | $5,085 | $4,693+8.4% | $3,985+27.6% | $6,400-20.5% |
| Admin fee / account holder | $30,417 | $9,126+233.3% | $6,832+345.2% | $11,426+166.2% |