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 | $99,236 | $54,350+82.6% | $82,719+20.0% | $68,494+44.9% |
| Participation rate | 92.0% | 63.9%+28.1pp | 72.6%+19.4pp | 67.9%+24.1pp |
| Annual return | -16.64% | -13.67%-3.0pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,909 | $2,218-13.9% | $3,009-36.6% | $2,596-26.5% |
| Participant deferral / active EE | $6,616 | $3,246+103.8% | $4,395+50.5% | $4,027+64.3% |
| Admin fee / account holder | $23,712 | $4,395+439.5% | $5,329+345.0% | $5,403+338.9% |