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 | $125,278 | $95,862+30.7% | $79,550+57.5% | $134,475-6.8% |
| Participation rate | 87.0% | 75.0%+11.9pp | 69.5%+17.5pp | 81.2%+5.7pp |
| Annual return | -13.22% | -2.69%-10.5pp | 0.16%-13.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,318 | $3,128-57.9% | $2,413-45.4% | $4,740-72.2% |
| Participant deferral / active EE | $2,946 | $4,693-37.2% | $3,985-26.1% | $6,400-54.0% |
| Admin fee / account holder | $8,734 | $9,126-4.3% | $6,832+27.8% | $11,426-23.6% |