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 | $113,733 | $167,307-32.0% | $143,757-20.9% | $134,475-15.4% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -9.61% | 0.46%-10.1pp | -0.04%-9.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,318 | $5,619-58.7% | $4,951-53.2% | $4,740-51.1% |
| Participant deferral / active EE | $7,494 | $6,446+16.3% | $5,637+32.9% | $6,400+17.1% |
| Admin fee / account holder | $124,777 | $18,088+589.8% | $14,673+750.4% | $11,426+992.1% |