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 | $118,026 | $107,791+9.5% | $90,645+30.2% | $135,375-12.8% |
| Participation rate | 94.1% | 78.0%+16.1pp | 74.0%+20.1pp | 82.6%+11.5pp |
| Annual return | -6.20% | -0.90%-5.3pp | 1.88%-8.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,313 | $3,018-23.4% | $2,532-8.6% | $4,779-51.6% |
| Participant deferral / active EE | $10,321 | $3,872+166.5% | $3,425+201.4% | $5,609+84.0% |
| Admin fee / account holder | $1,597 | $5,930-73.1% | $4,994-68.0% | $10,827-85.2% |