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 | $223,947 | $167,484+33.7% | $151,611+47.7% | $134,475+66.5% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.5%-16.9pp | 81.2%-10.6pp |
| Annual return | -13.64% | 7.80%-21.4pp | 3.33%-17.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $6,361 | $6,829-6.9% | $6,166+3.2% | $4,740+34.2% |
| Participant deferral / active EE | $3,708 | $8,986-58.7% | $8,363-55.7% | $6,400-42.1% |
| Admin fee / account holder | $4,930 | $13,783-64.2% | $11,616-57.6% | $11,426-56.8% |