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 | $124,176 | $95,862+29.5% | $79,550+56.1% | $134,475-7.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -16.54% | -2.69%-13.9pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,908 | $3,128-7.0% | $2,413+20.5% | $4,740-38.6% |
| Participant deferral / active EE | $6,708 | $4,693+42.9% | $3,985+68.3% | $6,400+4.8% |
| Admin fee / account holder | $27,798 | $9,126+204.6% | $6,832+306.9% | $11,426+143.3% |