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 | $215,371 | $142,344+51.3% | $119,609+80.1% | $134,475+60.2% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.3pp |
| Annual return | -15.79% | -12.44%-3.3pp | -14.97%-0.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,272 | $5,222-37.3% | $4,232-22.7% | $4,740-31.0% |
| Participant deferral / active EE | $3,820 | $6,469-41.0% | $5,602-31.8% | $6,400-40.3% |
| Admin fee / account holder | $571 | $13,584-95.8% | $10,323-94.5% | $11,426-95.0% |