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 | $116,325 | $62,586+85.9% | $76,768+51.5% | $64,186+81.2% |
| Participation rate | 98.2% | 72.8%+25.4pp | 77.0%+21.3pp | 69.6%+28.6pp |
| Annual return | -6.47% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,935 | $1,832+169.4% | $2,485+98.6% | $2,381+107.3% |
| Participant deferral / active EE | $2,648 | $3,145-15.8% | $3,852-31.3% | $3,470-23.7% |
| Admin fee / account holder | $17,644 | $4,667+278.1% | $6,675+164.3% | $4,888+261.0% |