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 | $183,005 | $127,386+43.7% | $115,037+59.1% | $125,391+45.9% |
| Participation rate | 78.3% | 84.2%-5.9pp | 81.4%-3.1pp | 83.2%-4.9pp |
| Annual return | -0.47% | 31.28%-31.8pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $4,034 | $5,166-21.9% | $4,608-12.4% | $4,866-17.1% |
| Participant deferral / active EE | $8,984 | $6,423+39.9% | $6,026+49.1% | $5,352+67.9% |
| Admin fee / account holder | $61,714 | $9,516+548.5% | $8,175+654.9% | $9,540+546.9% |