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 | $106,006 | $72,404+46.4% | $110,238-3.8% | $64,186+65.2% |
| Participation rate | 77.6% | 73.3%+4.3pp | 79.8%-2.2pp | 69.6%+8.0pp |
| Annual return | -3.75% | -6.29%+2.5pp | 314.74%-318.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,218 | $2,282-2.8% | $3,826-42.0% | $2,381-6.8% |
| Participant deferral / active EE | $5,406 | $3,469+55.8% | $4,672+15.7% | $3,470+55.8% |
| Admin fee / account holder | $18,437 | $5,664+225.5% | $8,547+115.7% | $4,888+277.2% |