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 | $122,633 | $95,862+27.9% | $79,550+54.2% | $134,475-8.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -15.48% | -2.69%-12.8pp | 0.16%-15.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $8,973 | $3,128+186.9% | $2,413+271.9% | $4,740+89.3% |
| Participant deferral / active EE | $5,164 | $4,693+10.0% | $3,985+29.6% | $6,400-19.3% |
| Admin fee / account holder | $5,185 | $9,126-43.2% | $6,832-24.1% | $11,426-54.6% |