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 | $57,029 | $158,817-64.1% | $121,196-52.9% | $135,375-57.9% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.7%+14.0pp | 82.6%+3.1pp |
| Annual return | -4.55% | -0.64%-3.9pp | 16.93%-21.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $6,738 | $5,665+18.9% | $4,022+67.6% | $4,779+41.0% |
| Participant deferral / active EE | $7,844 | $4,005+95.9% | $3,344+134.5% | $5,609+39.8% |
| Admin fee / account holder | $15,348 | $6,512+135.7% | $5,019+205.8% | $10,827+41.8% |