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 | $120,182 | $105,860+13.5% | $90,749+32.4% | $134,475-10.6% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -9.82% | -11.01%+1.2pp | -12.16%+2.3pp | 417.96%-427.8pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,256 | $5,216-56.8% | $4,564-50.6% | $6,400-64.8% |
| Admin fee / account holder | $1,423 | $13,938-89.8% | $8,445-83.1% | $11,426-87.5% |