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 | $99,022 | $49,177+101.4% | $79,464+24.6% | $64,186+54.3% |
| Participation rate | 82.7% | 65.0%+17.7pp | 73.3%+9.3pp | 69.6%+13.1pp |
| Annual return | -3.54% | -1.16%-2.4pp | 718.14%-721.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,624 | $2,076-21.8% | $2,800-42.0% | $2,381-31.8% |
| Participant deferral / active EE | $8,555 | $2,821+203.2% | $3,704+131.0% | $3,470+146.6% |
| Admin fee / account holder | $8,112 | $3,839+111.3% | $5,113+58.6% | $4,888+65.9% |