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 | $117,623 | $67,214+75.0% | $61,491+91.3% | $134,475-12.5% |
| Participation rate | 85.7% | 83.7%+2.0pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | 0.21% | -12.08%+12.3pp | -12.98%+13.2pp | 417.96%-417.8pp |
| Employer contribution / active EE | $5,466 | $4,974+9.9% | $4,246+28.7% | $4,740+15.3% |
| Participant deferral / active EE | $0 | $6,103-100.0% | $5,188-100.0% | $6,400-100.0% |
| Admin fee / account holder | $22,845 | $4,610+395.5% | $4,312+429.8% | $11,426+99.9% |