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 | $118,939 | $167,307-28.9% | $143,757-17.3% | $134,475-11.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.81% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $13,545 | $5,619+141.0% | $4,951+173.6% | $4,740+185.8% |
| Participant deferral / active EE | $14,750 | $6,446+128.8% | $5,637+161.7% | $6,400+130.5% |
| Admin fee / account holder | $34,033 | $18,088+88.2% | $14,673+131.9% | $11,426+197.9% |