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 | $135,460 | $211,958-36.1% | $169,463-20.1% | $135,375+0.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.91% | 3.26%-12.2pp | 1.83%-10.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,618 | $5,120-48.9% | $4,159-37.1% | $4,779-45.2% |
| Participant deferral / active EE | $7,184 | $6,075+18.3% | $5,277+36.2% | $5,609+28.1% |
| Admin fee / account holder | $1,765 | $11,471-84.6% | $9,109-80.6% | $10,827-83.7% |