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 | $116,079 | $167,307-30.6% | $143,757-19.3% | $134,475-13.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -10.80% | 0.46%-11.3pp | -0.04%-10.8pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,722 | $5,619-16.0% | $4,951-4.6% | $4,740-0.4% |
| Participant deferral / active EE | $6,704 | $6,446+4.0% | $5,637+18.9% | $6,400+4.7% |
| Admin fee / account holder | $27,976 | $18,088+54.7% | $14,673+90.7% | $11,426+144.8% |