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 | $101,240 | $46,674+116.9% | $117,472-13.8% | $68,494+47.8% |
| Participation rate | 86.5% | 56.8%+29.7pp | 70.6%+15.9pp | 67.9%+18.6pp |
| Annual return | -17.39% | -14.52%-2.9pp | 29.74%-47.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $7,143 | $1,505+374.7% | $4,176+71.0% | $2,596+175.1% |
| Participant deferral / active EE | $3,385 | $2,636+28.4% | $4,070-16.8% | $4,027-16.0% |
| Admin fee / account holder | $431 | $4,020-89.3% | $5,645-92.4% | $5,403-92.0% |