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 | $174,082 | $95,862+81.6% | $79,550+118.8% | $134,475+29.5% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -12.67% | -2.69%-10.0pp | 0.16%-12.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,151 | $3,128+0.7% | $2,413+30.6% | $4,740-33.5% |
| Participant deferral / active EE | $6,042 | $4,693+28.7% | $3,985+51.6% | $6,400-5.6% |
| Admin fee / account holder | $5,335 | $9,126-41.5% | $6,832-21.9% | $11,426-53.3% |