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 | $90,059 | $56,357+59.8% | $104,294-13.6% | $68,494+31.5% |
| Participation rate | 88.2% | 63.3%+24.9pp | 73.3%+14.9pp | 67.9%+20.3pp |
| Annual return | -17.02% | -9.19%-7.8pp | 24.61%-41.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,031 | $1,960+105.6% | $3,372+19.5% | $2,596+55.2% |
| Participant deferral / active EE | $5,909 | $3,077+92.0% | $4,625+27.8% | $4,027+46.7% |
| Admin fee / account holder | $29,796 | $4,903+507.8% | $7,339+306.0% | $5,403+451.5% |