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 | $159,656 | $105,860+50.8% | $90,749+75.9% | $134,475+18.7% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -12.90% | -11.01%-1.9pp | -12.16%-0.7pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,319 | $3,462-33.0% | $2,921-20.6% | $4,740-51.1% |
| Participant deferral / active EE | $3,975 | $5,216-23.8% | $4,564-12.9% | $6,400-37.9% |
| Admin fee / account holder | $57,448 | $13,938+312.2% | $8,445+580.3% | $11,426+402.8% |