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 | $101,069 | $95,862+5.4% | $79,550+27.1% | $134,475-24.8% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -15.58% | -2.69%-12.9pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,078 | $3,128-33.6% | $2,413-13.9% | $4,740-56.2% |
| Participant deferral / active EE | $5,051 | $4,693+7.6% | $3,985+26.7% | $6,400-21.1% |
| Admin fee / account holder | $3,145 | $9,126-65.5% | $6,832-54.0% | $11,426-72.5% |