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 | $88,179 | $64,707+36.3% | $112,228-21.4% | $68,494+28.7% |
| Participation rate | 91.2% | 67.2%+24.0pp | 75.1%+16.1pp | 67.9%+23.3pp |
| Annual return | -14.92% | -11.40%-3.5pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $16,341 | $2,746+495.1% | $3,635+349.6% | $2,596+529.4% |
| Participant deferral / active EE | $1,734 | $3,565-51.4% | $4,728-63.3% | $4,027-57.0% |
| Admin fee / account holder | $8,499 | $5,232+62.4% | $6,410+32.6% | $5,403+57.3% |