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 | $98,618 | $48,265+104.3% | $68,791+43.4% | $68,494+44.0% |
| Participation rate | 76.7% | 60.7%+16.0pp | 69.0%+7.6pp | 67.9%+8.8pp |
| Annual return | -9.09% | -12.71%+3.6pp | -6.38%-2.7pp | -7.84%-1.2pp |
| Employer contribution / active EE | $617 | $1,829-66.3% | $2,655-76.8% | $2,596-76.2% |
| Participant deferral / active EE | $4,361 | $2,867+52.1% | $3,941+10.7% | $4,027+8.3% |
| Admin fee / account holder | $19,902 | $4,355+357.0% | $4,932+303.5% | $5,403+268.4% |