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 | $187,024 | $105,860+76.7% | $90,749+106.1% | $134,475+39.1% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -15.39% | -11.01%-4.4pp | -12.16%-3.2pp | 417.96%-433.4pp |
| Employer contribution / active EE | $6,594 | $3,462+90.4% | $2,921+125.7% | $4,740+39.1% |
| Participant deferral / active EE | $12,861 | $5,216+146.6% | $4,564+181.8% | $6,400+101.0% |
| Admin fee / account holder | $1,699 | $13,938-87.8% | $8,445-79.9% | $11,426-85.1% |