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 | $93,512 | $167,307-44.1% | $143,757-35.0% | $134,475-30.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.48% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $9,849 | $5,619+75.3% | $4,951+98.9% | $4,740+107.8% |
| Participant deferral / active EE | $7,945 | $6,446+23.3% | $5,637+40.9% | $6,400+24.1% |
| Admin fee / account holder | $2,082 | $18,088-88.5% | $14,673-85.8% | $11,426-81.8% |