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 | $92,037 | $72,404+27.1% | $110,238-16.5% | $64,186+43.4% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.8pp |
| Annual return | -5.54% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,938 | $2,282+28.8% | $3,826-23.2% | $2,381+23.4% |
| Participant deferral / active EE | $5,864 | $3,469+69.0% | $4,672+25.5% | $3,470+69.0% |
| Admin fee / account holder | $1,772 | $5,664-68.7% | $8,547-79.3% | $4,888-63.8% |