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 | $125,176 | $158,817-21.2% | $121,196+3.3% | $135,375-7.5% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.7%+15.8pp | 82.6%+4.9pp |
| Annual return | -6.33% | -0.64%-5.7pp | 16.93%-23.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,212 | $5,665-78.6% | $4,022-69.9% | $4,779-74.6% |
| Participant deferral / active EE | $4,106 | $4,005+2.5% | $3,344+22.8% | $5,609-26.8% |
| Admin fee / account holder | $982 | $6,512-84.9% | $5,019-80.4% | $10,827-90.9% |