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 | $104,576 | $72,404+44.4% | $110,238-5.1% | $64,186+62.9% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.6%+11.1pp |
| Annual return | -4.11% | -6.29%+2.2pp | 314.74%-318.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,468 | $2,282-35.6% | $3,826-61.6% | $2,381-38.3% |
| Participant deferral / active EE | $4,039 | $3,469+16.4% | $4,672-13.5% | $3,470+16.4% |
| Admin fee / account holder | $30,355 | $5,664+435.9% | $8,547+255.1% | $4,888+521.0% |