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 | $122,368 | $95,862+27.6% | $79,550+53.8% | $134,475-9.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -20.07% | -2.69%-17.4pp | 0.16%-20.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,175 | $3,128-30.5% | $2,413-9.9% | $4,740-54.1% |
| Participant deferral / active EE | $10,863 | $4,693+131.5% | $3,985+172.6% | $6,400+69.7% |
| Admin fee / account holder | $4,554 | $9,126-50.1% | $6,832-33.4% | $11,426-60.1% |