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 | $107,205 | $95,862+11.8% | $79,550+34.8% | $134,475-20.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -13.93% | -2.69%-11.2pp | 0.16%-14.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,694 | $3,128-13.9% | $2,413+11.6% | $4,740-43.2% |
| Participant deferral / active EE | $6,344 | $4,693+35.2% | $3,985+59.2% | $6,400-0.9% |
| Admin fee / account holder | $5,152 | $9,126-43.5% | $6,832-24.6% | $11,426-54.9% |