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 | $86,425 | $48,265+79.1% | $68,791+25.6% | $68,494+26.2% |
| Participation rate | 97.2% | 60.7%+36.5pp | 69.0%+28.2pp | 67.9%+29.3pp |
| Annual return | -14.71% | -12.71%-2.0pp | -6.38%-8.3pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,342 | $1,829+28.1% | $2,655-11.8% | $2,596-9.8% |
| Participant deferral / active EE | $3,477 | $2,867+21.3% | $3,941-11.8% | $4,027-13.7% |
| Admin fee / account holder | $12,328 | $4,355+183.1% | $4,932+150.0% | $5,403+128.2% |