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 | $124,465 | $95,862+29.8% | $79,550+56.5% | $134,475-7.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -11.92% | -2.69%-9.2pp | 0.16%-12.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,835 | $3,128-41.4% | $2,413-24.0% | $4,740-61.3% |
| Participant deferral / active EE | $6,802 | $4,693+44.9% | $3,985+70.7% | $6,400+6.3% |
| Admin fee / account holder | $62,307 | $9,126+582.7% | $6,832+811.9% | $11,426+445.3% |