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 | $103,473 | $127,100-18.6% | $105,738-2.1% | $135,375-23.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 76.3%+16.5pp | 82.6%+10.2pp |
| Annual return | -6.58% | 4.49%-11.1pp | 6.27%-12.9pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,961 | $4,107-27.9% | $3,268-9.4% | $4,779-38.0% |
| Participant deferral / active EE | $9,904 | $5,064+95.6% | $4,080+142.7% | $5,609+76.6% |
| Admin fee / account holder | $846 | $9,087-90.7% | $6,913-87.8% | $10,827-92.2% |