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 | $122,425 | $95,862+27.7% | $79,550+53.9% | $134,475-9.0% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -13.28% | -2.69%-10.6pp | 0.16%-13.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,024 | $3,128-67.3% | $2,413-57.6% | $4,740-78.4% |
| Participant deferral / active EE | $3,974 | $4,693-15.3% | $3,985-0.3% | $6,400-37.9% |
| Admin fee / account holder | $10,285 | $9,126+12.7% | $6,832+50.5% | $11,426-10.0% |