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 | $105,244 | $59,805+76.0% | $79,550+32.3% | $68,494+53.7% |
| Participation rate | 94.0% | 61.1%+32.9pp | 69.5%+24.5pp | 67.9%+26.1pp |
| Annual return | -15.09% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,937 | $1,505+95.2% | $2,413+21.7% | $2,596+13.1% |
| Participant deferral / active EE | $8,207 | $3,024+171.4% | $3,985+105.9% | $4,027+103.8% |
| Admin fee / account holder | $13,086 | $4,835+170.7% | $6,832+91.5% | $5,403+142.2% |