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 | $118,785 | $100,754+17.9% | $86,677+37.0% | $134,475-11.7% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -13.12% | 29.04%-42.2pp | 35.91%-49.0pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,219 | $3,489-36.4% | $2,836-21.8% | $4,740-53.2% |
| Participant deferral / active EE | $6,523 | $5,338+22.2% | $4,656+40.1% | $6,400+1.9% |
| Admin fee / account holder | $36,978 | $10,926+238.4% | $7,493+393.5% | $11,426+223.6% |