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 | $109,186 | $82,664+32.1% | $125,339-12.9% | $68,494+59.4% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -11.48% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,139 | $3,381-66.3% | $4,814-76.3% | $2,596-56.1% |
| Participant deferral / active EE | $5,292 | $6,110-13.4% | $7,446-28.9% | $4,027+31.4% |
| Admin fee / account holder | $29,043 | $6,275+362.8% | $10,010+190.2% | $5,403+437.6% |