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 | $111,405 | $82,664+34.8% | $125,339-11.1% | $68,494+62.6% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $826 | $3,381-75.6% | $4,814-82.8% | $2,596-68.2% |
| Participant deferral / active EE | $7,111 | $6,110+16.4% | $7,446-4.5% | $4,027+76.6% |
| Admin fee / account holder | $12,786 | $6,275+103.8% | $10,010+27.7% | $5,403+136.7% |