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 | $104,289 | $99,032+5.3% | $80,019+30.3% | $135,375-23.0% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -4.14% | 15.39%-19.5pp | 11.22%-15.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,783 | $3,043-41.4% | $2,468-27.8% | $4,779-62.7% |
| Participant deferral / active EE | $2,921 | $4,282-31.8% | $3,686-20.7% | $5,609-47.9% |
| Admin fee / account holder | $12,165 | $10,436+16.6% | $6,521+86.6% | $10,827+12.4% |