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 | $110,092 | $73,867+49.0% | $143,757-23.4% | $68,494+60.7% |
| Participation rate | 98.3% | 66.7%+31.6pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | -11.78% | 1.01%-12.8pp | -0.04%-11.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $5,397 | $3,184+69.5% | $4,951+9.0% | $2,596+107.9% |
| Participant deferral / active EE | $4,397 | $3,384+29.9% | $5,637-22.0% | $4,027+9.2% |
| Admin fee / account holder | $5,623 | $5,755-2.3% | $14,673-61.7% | $5,403+4.1% |