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 | $110,178 | $48,265+128.3% | $68,791+60.2% | $68,494+60.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -13.26% | -12.71%-0.6pp | -6.38%-6.9pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,230 | $1,829-32.7% | $2,655-53.7% | $2,596-52.6% |
| Participant deferral / active EE | $4,341 | $2,867+51.4% | $3,941+10.1% | $4,027+7.8% |
| Admin fee / account holder | $871 | $4,355-80.0% | $4,932-82.3% | $5,403-83.9% |