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 | $126,793 | $73,867+71.7% | $143,757-11.8% | $68,494+85.1% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -17.12% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $9,701 | $3,184+204.7% | $4,951+95.9% | $2,596+273.7% |
| Participant deferral / active EE | $9,196 | $3,384+171.7% | $5,637+63.1% | $4,027+128.3% |
| Admin fee / account holder | $56,717 | $5,755+885.6% | $14,673+286.5% | $5,403+949.8% |