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 | $131,858 | $95,862+37.5% | $79,550+65.8% | $134,475-1.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -10.38% | -2.69%-7.7pp | 0.16%-10.5pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,872 | $3,128-40.2% | $2,413-22.4% | $4,740-60.5% |
| Participant deferral / active EE | $5,523 | $4,693+17.7% | $3,985+38.6% | $6,400-13.7% |
| Admin fee / account holder | $15,999 | $9,126+75.3% | $6,832+134.2% | $11,426+40.0% |