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 | $128,024 | $107,791+18.8% | $90,645+41.2% | $135,375-5.4% |
| Participation rate | 73.9% | 78.0%-4.1pp | 74.0%-0.1pp | 82.6%-8.7pp |
| Annual return | -3.73% | -0.90%-2.8pp | 1.88%-5.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,825 | $3,018-39.5% | $2,532-27.9% | $4,779-61.8% |
| Participant deferral / active EE | $5,958 | $3,872+53.9% | $3,425+74.0% | $5,609+6.2% |
| Admin fee / account holder | $389 | $5,930-93.4% | $4,994-92.2% | $10,827-96.4% |