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 | $92,012 | $53,162+73.1% | $91,220+0.9% | $68,494+34.3% |
| Participation rate | 88.2% | 63.2%+25.0pp | 73.2%+15.0pp | 67.9%+20.3pp |
| Annual return | -12.35% | -3.14%-9.2pp | 114.01%-126.4pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,095 | $1,709-35.9% | $2,850-61.6% | $2,596-57.8% |
| Participant deferral / active EE | $5,559 | $2,974+86.9% | $4,234+31.3% | $4,027+38.0% |
| Admin fee / account holder | $20,888 | $4,493+364.9% | $5,420+285.4% | $5,403+286.6% |