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 | $127,349 | $95,862+32.8% | $79,550+60.1% | $134,475-5.3% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -18.04% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $11,194 | $3,128+257.9% | $2,413+363.9% | $4,740+136.2% |
| Participant deferral / active EE | $7,802 | $4,693+66.3% | $3,985+95.8% | $6,400+21.9% |
| Admin fee / account holder | $2,045 | $9,126-77.6% | $6,832-70.1% | $11,426-82.1% |