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 | $99,195 | $75,828+30.8% | $147,614-32.8% | $59,632+66.3% |
| Participation rate | 91.7% | 71.6%+20.1pp | 84.6%+7.0pp | 68.7%+23.0pp |
| Annual return | -0.63% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $2,103 | $3,485-39.6% | $5,564-62.2% | $2,203-4.5% |
| Participant deferral / active EE | $4,844 | $3,130+54.7% | $4,895-1.0% | $3,192+51.8% |
| Admin fee / account holder | $4,358 | $5,985-27.2% | $11,611-62.5% | $4,297+1.4% |