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 | $105,704 | $72,404+46.0% | $110,238-4.1% | $64,186+64.7% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.8pp |
| Annual return | -2.28% | -6.29%+4.0pp | 314.74%-317.0pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,370 | $2,282-40.0% | $3,826-64.2% | $2,381-42.5% |
| Participant deferral / active EE | $3,014 | $3,469-13.1% | $4,672-35.5% | $3,470-13.1% |
| Admin fee / account holder | $16,032 | $5,664+183.0% | $8,547+87.6% | $4,888+228.0% |