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 | $109,828 | $73,867+48.7% | $143,757-23.6% | $68,494+60.3% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -10.25% | 1.01%-11.3pp | -0.04%-10.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $6,917 | $3,184+117.2% | $4,951+39.7% | $2,596+166.4% |
| Participant deferral / active EE | $5,517 | $3,384+63.0% | $5,637-2.1% | $4,027+37.0% |
| Admin fee / account holder | $96,969 | $5,755+1585.1% | $14,673+560.9% | $5,403+1694.8% |