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 4-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 | $96,820 | $167,307-42.1% | $143,757-32.7% | $134,475-28.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -10.24% | 0.46%-10.7pp | -0.04%-10.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $3,488 | $5,619-37.9% | $4,951-29.5% | $4,740-26.4% |
| Participant deferral / active EE | $8,668 | $6,446+34.5% | $5,637+53.8% | $6,400+35.4% |
| Admin fee / account holder | $75,366 | $18,088+316.7% | $14,673+413.6% | $11,426+559.6% |