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 | $113,098 | $73,004+54.9% | $90,749+24.6% | $68,494+65.1% |
| Participation rate | 85.1% | 70.8%+14.3pp | 75.7%+9.4pp | 67.9%+17.2pp |
| Annual return | -17.12% | -13.81%-3.3pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $707 | $2,193-67.8% | $2,921-75.8% | $2,596-72.8% |
| Participant deferral / active EE | $6,254 | $3,627+72.4% | $4,564+37.0% | $4,027+55.3% |
| Admin fee / account holder | $21,538 | $5,896+265.3% | $8,445+155.0% | $5,403+298.6% |