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 | $171,739 | $95,862+79.2% | $79,550+115.9% | $134,475+27.7% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -12.01% | -2.69%-9.3pp | 0.16%-12.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,434 | $3,128-22.2% | $2,413+0.9% | $4,740-48.6% |
| Participant deferral / active EE | $6,578 | $4,693+40.2% | $3,985+65.1% | $6,400+2.8% |
| Admin fee / account holder | $25,065 | $9,126+174.6% | $6,832+266.9% | $11,426+119.4% |