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 | $161,934 | $95,862+68.9% | $79,550+103.6% | $134,475+20.4% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.8pp | 81.2%+14.0pp |
| Annual return | -16.82% | -2.69%-14.1pp | 0.16%-17.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,275 | $3,128-27.3% | $2,413-5.7% | $4,740-52.0% |
| Participant deferral / active EE | $3,093 | $4,693-34.1% | $3,985-22.4% | $6,400-51.7% |
| Admin fee / account holder | $65,402 | $9,126+616.6% | $6,832+857.2% | $11,426+472.4% |