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 | $105,233 | $73,867+42.5% | $143,757-26.8% | $68,494+53.6% |
| Participation rate | 98.3% | 66.7%+31.7pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | -15.82% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,021 | $3,184+57.7% | $4,951+1.4% | $2,596+93.4% |
| Participant deferral / active EE | $4,580 | $3,384+35.3% | $5,637-18.8% | $4,027+13.7% |
| Admin fee / account holder | $7,713 | $5,755+34.0% | $14,673-47.4% | $5,403+42.8% |