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 | $105,041 | $92,222+13.9% | $76,768+36.8% | $135,375-22.4% |
| Participation rate | 93.8% | 79.8%+14.0pp | 77.0%+16.8pp | 82.6%+11.1pp |
| Annual return | -7.61% | 5.46%-13.1pp | 2.43%-10.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,728 | $3,216-46.3% | $2,485-30.5% | $4,779-63.8% |
| Participant deferral / active EE | $2,841 | $4,509-37.0% | $3,852-26.2% | $5,609-49.3% |
| Admin fee / account holder | $4,319 | $10,748-59.8% | $6,675-35.3% | $10,827-60.1% |