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 | $113,557 | $95,862+18.5% | $79,550+42.7% | $134,475-15.6% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -17.33% | -2.69%-14.6pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $725 | $3,128-76.8% | $2,413-70.0% | $4,740-84.7% |
| Participant deferral / active EE | $6,725 | $4,693+43.3% | $3,985+68.8% | $6,400+5.1% |
| Admin fee / account holder | $2,189 | $9,126-76.0% | $6,832-68.0% | $11,426-80.8% |