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 | $91,684 | $77,813+17.8% | $123,544-25.8% | $64,186+42.8% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -3.38% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,644 | $3,014-45.5% | $4,628-64.5% | $2,381-31.0% |
| Participant deferral / active EE | $6,905 | $5,240+31.8% | $6,426+7.5% | $3,470+99.0% |
| Admin fee / account holder | $36,521 | $5,519+561.8% | $9,284+293.4% | $4,888+647.2% |