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 | $111,332 | $149,333-25.4% | $106,387+4.6% | $135,375-17.8% |
| Participation rate | 94.1% | 81.5%+12.6pp | 77.5%+16.7pp | 82.6%+11.5pp |
| Annual return | -5.41% | 0.52%-5.9pp | 0.25%-5.7pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,986 | $4,984-40.1% | $3,520-15.2% | $4,779-37.5% |
| Participant deferral / active EE | $7,001 | $7,230-3.2% | $5,421+29.1% | $5,609+24.8% |
| Admin fee / account holder | $25,820 | $15,952+61.9% | $7,510+243.8% | $10,827+138.5% |