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 | $137,049 | $76,912+78.2% | $129,110+6.1% | $68,494+100.1% |
| Participation rate | 75.0% | 69.1%+5.9pp | 77.3%-2.3pp | 67.9%+7.1pp |
| Annual return | -15.66% | -9.78%-5.9pp | -10.94%-4.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $901 | $3,243-72.2% | $5,052-82.2% | $2,596-65.3% |
| Participant deferral / active EE | $3,831 | $4,732-19.0% | $6,542-41.4% | $4,027-4.9% |
| Admin fee / account holder | $23,684 | $6,638+256.8% | $14,302+65.6% | $5,403+338.4% |