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 | $105,159 | $94,529+11.2% | $140,016-24.9% | $64,186+63.8% |
| Participation rate | 79.4% | 84.1%-4.7pp | 87.5%-8.1pp | 69.6%+9.8pp |
| Annual return | -4.21% | 7.77%-12.0pp | 651.12%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,206 | $3,812-68.4% | $5,606-78.5% | $2,381-49.4% |
| Participant deferral / active EE | $3,742 | $5,250-28.7% | $6,927-46.0% | $3,470+7.8% |
| Admin fee / account holder | $20,503 | $6,741+204.2% | $10,705+91.5% | $4,888+319.4% |