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 | $142,877 | $95,862+49.0% | $79,550+79.6% | $134,475+6.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -17.83% | -2.69%-15.1pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,648 | $3,128-15.3% | $2,413+9.7% | $4,740-44.1% |
| Participant deferral / active EE | $5,626 | $4,693+19.9% | $3,985+41.2% | $6,400-12.1% |
| Admin fee / account holder | $4,603 | $9,126-49.6% | $6,832-32.6% | $11,426-59.7% |