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 | $121,965 | $85,790+42.2% | $67,313+81.2% | $135,375-9.9% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -3.20% | -0.54%-2.7pp | -4.08%+0.9pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,064 | $3,487-69.5% | $2,566-58.5% | $4,779-77.7% |
| Participant deferral / active EE | $4,744 | $4,651+2.0% | $3,568+32.9% | $5,609-15.4% |
| Admin fee / account holder | $59,068 | $6,392+824.0% | $4,507+1210.7% | $10,827+445.6% |