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 | $156,327 | $167,484-6.7% | $151,611+3.1% | $134,475+16.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -14.88% | 7.80%-22.7pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,330 | $6,829-65.9% | $6,166-62.2% | $4,740-50.8% |
| Participant deferral / active EE | $4,531 | $8,986-49.6% | $8,363-45.8% | $6,400-29.2% |
| Admin fee / account holder | $500 | $13,783-96.4% | $11,616-95.7% | $11,426-95.6% |