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 | $118,409 | $95,862+23.5% | $79,550+48.8% | $134,475-11.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -18.12% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,289 | $3,128-26.8% | $2,413-5.1% | $4,740-51.7% |
| Participant deferral / active EE | $6,435 | $4,693+37.1% | $3,985+61.5% | $6,400+0.5% |
| Admin fee / account holder | $4,301 | $9,126-52.9% | $6,832-37.1% | $11,426-62.4% |