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 | $111,309 | $50,958+118.4% | $74,550+49.3% | $64,186+73.4% |
| Participation rate | 80.3% | 61.1%+19.3pp | 69.1%+11.2pp | 69.6%+10.8pp |
| Annual return | -3.86% | -1.86%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,900 | $2,301+112.9% | $3,108+57.7% | $3,470+41.2% |
| Admin fee / account holder | $6,199 | $4,223+46.8% | $5,060+22.5% | $4,888+26.8% |