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 | $135,215 | $113,935+18.7% | $94,224+43.5% | $125,391+7.8% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | -2.56% | 5.29%-7.9pp | 10.68%-13.2pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,238 | $4,727-31.5% | $3,587-9.7% | $4,866-33.5% |
| Participant deferral / active EE | $6,947 | $5,179+34.1% | $4,320+60.8% | $5,352+29.8% |
| Admin fee / account holder | $1,953 | $8,391-76.7% | $6,269-68.9% | $9,540-79.5% |