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 | $103,579 | $95,862+8.0% | $79,550+30.2% | $134,475-23.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -11.16% | -2.69%-8.5pp | 0.16%-11.3pp | 417.96%-429.1pp |
| Employer contribution / active EE | $5,357 | $3,128+71.2% | $2,413+122.0% | $4,740+13.0% |
| Participant deferral / active EE | $2,122 | $4,693-54.8% | $3,985-46.8% | $6,400-66.8% |
| Admin fee / account holder | $2,259 | $9,126-75.2% | $6,832-66.9% | $11,426-80.2% |