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 | $81,207 | $82,664-1.8% | $125,339-35.2% | $68,494+18.6% |
| Participation rate | 93.9% | 75.0%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -9.09% | -5.97%-3.1pp | 572.05%-581.1pp | -7.84%-1.2pp |
| Employer contribution / active EE | $5,363 | $3,381+58.6% | $4,814+11.4% | $2,596+106.6% |
| Participant deferral / active EE | $3,034 | $6,110-50.4% | $7,446-59.3% | $4,027-24.7% |
| Admin fee / account holder | $2,770 | $6,275-55.9% | $10,010-72.3% | $5,403-48.7% |