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 | $171,752 | $211,958-19.0% | $169,463+1.4% | $135,375+26.9% |
| Participation rate | 90.9% | 82.6%+8.3pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -6.55% | 3.26%-9.8pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,487 | $5,120-31.9% | $4,159-16.2% | $4,779-27.0% |
| Participant deferral / active EE | $12,687 | $6,075+108.8% | $5,277+140.4% | $5,609+126.2% |
| Admin fee / account holder | $4,178 | $11,471-63.6% | $9,109-54.1% | $10,827-61.4% |