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 | $102,788 | $167,307-38.6% | $143,757-28.5% | $134,475-23.6% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -6.10% | 0.46%-6.6pp | -0.04%-6.1pp | 417.96%-424.1pp |
| Employer contribution / active EE | $6,111 | $5,619+8.8% | $4,951+23.4% | $4,740+28.9% |
| Participant deferral / active EE | $7,695 | $6,446+19.4% | $5,637+36.5% | $6,400+20.2% |
| Admin fee / account holder | $8,588 | $18,088-52.5% | $14,673-41.5% | $11,426-24.8% |