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 | $114,799 | $105,860+8.4% | $90,749+26.5% | $134,475-14.6% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -18.29% | -11.01%-7.3pp | -12.16%-6.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,646 | $3,462-52.5% | $2,921-43.7% | $4,740-65.3% |
| Participant deferral / active EE | $4,473 | $5,216-14.2% | $4,564-2.0% | $6,400-30.1% |
| Admin fee / account holder | $11,659 | $13,938-16.4% | $8,445+38.1% | $11,426+2.0% |