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 | $112,561 | $53,162+111.7% | $91,220+23.4% | $68,494+64.3% |
| Participation rate | 92.7% | 63.2%+29.5pp | 73.2%+19.5pp | 67.9%+24.8pp |
| Annual return | -12.84% | -3.14%-9.7pp | 114.01%-126.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,243 | $1,709-27.3% | $2,850-56.4% | $2,596-52.1% |
| Participant deferral / active EE | $5,841 | $2,974+96.4% | $4,234+38.0% | $4,027+45.0% |
| Admin fee / account holder | $11,576 | $4,493+157.6% | $5,420+113.6% | $5,403+114.3% |