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 | $128,092 | $95,862+33.6% | $79,550+61.0% | $134,475-4.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -14.85% | -2.69%-12.2pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,456 | $3,128-21.5% | $2,413+1.8% | $4,740-48.2% |
| Participant deferral / active EE | $6,177 | $4,693+31.6% | $3,985+55.0% | $6,400-3.5% |
| Admin fee / account holder | $1,916 | $9,126-79.0% | $6,832-72.0% | $11,426-83.2% |