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 | $187,028 | $105,860+76.7% | $90,749+106.1% | $134,475+39.1% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -14.58% | -11.01%-3.6pp | -12.16%-2.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,693 | $3,462-51.1% | $2,921-42.0% | $4,740-64.3% |
| Participant deferral / active EE | $8,656 | $5,216+66.0% | $4,564+89.7% | $6,400+35.3% |
| Admin fee / account holder | $341 | $13,938-97.6% | $8,445-96.0% | $11,426-97.0% |