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 | $123,067 | $127,100-3.2% | $105,738+16.4% | $135,375-9.1% |
| Participation rate | 78.6% | 82.7%-4.1pp | 76.3%+2.2pp | 82.6%-4.1pp |
| Annual return | -8.31% | 4.49%-12.8pp | 6.27%-14.6pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,404 | $4,107-65.8% | $3,268-57.0% | $4,779-70.6% |
| Participant deferral / active EE | $4,589 | $5,064-9.4% | $4,080+12.5% | $5,609-18.2% |
| Admin fee / account holder | $1,207 | $9,087-86.7% | $6,913-82.5% | $10,827-88.9% |