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 | $113,012 | $73,867+53.0% | $143,757-21.4% | $68,494+65.0% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -13.56% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,908 | $3,184-40.1% | $4,951-61.5% | $2,596-26.5% |
| Participant deferral / active EE | $5,808 | $3,384+71.6% | $5,637+3.0% | $4,027+44.2% |
| Admin fee / account holder | $26,604 | $5,755+362.3% | $14,673+81.3% | $5,403+392.4% |