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 | $162,940 | $167,307-2.6% | $143,757+13.3% | $134,475+21.2% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.3pp |
| Annual return | -9.92% | 0.46%-10.4pp | -0.04%-9.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,051 | $5,619-63.5% | $4,951-58.6% | $4,740-56.7% |
| Participant deferral / active EE | $5,806 | $6,446-9.9% | $5,637+3.0% | $6,400-9.3% |
| Admin fee / account holder | $2,024 | $18,088-88.8% | $14,673-86.2% | $11,426-82.3% |