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 | $147,541 | $105,860+39.4% | $90,749+62.6% | $134,475+9.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.64% | -11.01%-4.6pp | -12.16%-3.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,569 | $3,462-25.8% | $2,921-12.0% | $4,740-45.8% |
| Participant deferral / active EE | $7,247 | $5,216+38.9% | $4,564+58.8% | $6,400+13.2% |
| Admin fee / account holder | $30,486 | $13,938+118.7% | $8,445+261.0% | $11,426+166.8% |