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 | $112,957 | $59,107+91.1% | $86,436+30.7% | $68,494+64.9% |
| Participation rate | 86.4% | 75.2%+11.1pp | 80.3%+6.0pp | 67.9%+18.5pp |
| Annual return | -15.31% | -0.23%-15.1pp | 4394.89%-4410.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $887 | $2,519-64.8% | $3,769-76.5% | $2,596-65.8% |
| Participant deferral / active EE | $4,186 | $5,901-29.1% | $6,952-39.8% | $4,027+3.9% |
| Admin fee / account holder | $60,767 | $5,637+978.1% | $6,731+802.8% | $5,403+1024.8% |