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 | $32,448 | $127,100-74.5% | $105,738-69.3% | $135,375-76.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 76.3%+16.0pp | 82.6%+9.7pp |
| Annual return | -7.86% | 4.49%-12.4pp | 6.27%-14.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $4,257 | $4,107+3.7% | $3,268+30.3% | $4,779-10.9% |
| Participant deferral / active EE | $2,706 | $5,064-46.6% | $4,080-33.7% | $5,609-51.7% |
| Admin fee / account holder | $1,761 | $9,087-80.6% | $6,913-74.5% | $10,827-83.7% |