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 | $102,473 | $95,862+6.9% | $79,550+28.8% | $134,475-23.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -16.98% | -2.69%-14.3pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,778 | $3,128-11.2% | $2,413+15.1% | $4,740-41.4% |
| Participant deferral / active EE | $5,262 | $4,693+12.1% | $3,985+32.0% | $6,400-17.8% |
| Admin fee / account holder | $1,356 | $9,126-85.1% | $6,832-80.2% | $11,426-88.1% |