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 | $164,840 | $95,862+72.0% | $79,550+107.2% | $134,475+22.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -14.39% | -2.69%-11.7pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,418 | $3,128-54.7% | $2,413-41.3% | $4,740-70.1% |
| Participant deferral / active EE | $1,787 | $4,693-61.9% | $3,985-55.2% | $6,400-72.1% |
| Admin fee / account holder | $5,991 | $9,126-34.4% | $6,832-12.3% | $11,426-47.6% |