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 | $186,716 | $142,344+31.2% | $119,609+56.1% | $134,475+38.8% |
| Participation rate | 86.4% | 82.8%+3.5pp | 79.3%+7.1pp | 81.2%+5.1pp |
| Annual return | -15.71% | -12.44%-3.3pp | -14.97%-0.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,768 | $5,222-66.1% | $4,232-58.2% | $4,740-62.7% |
| Participant deferral / active EE | $4,238 | $6,469-34.5% | $5,602-24.3% | $6,400-33.8% |
| Admin fee / account holder | $656 | $13,584-95.2% | $10,323-93.6% | $11,426-94.3% |