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 | $103,401 | $53,162+94.5% | $91,220+13.4% | $68,494+51.0% |
| Participation rate | 97.1% | 63.2%+33.9pp | 73.2%+23.9pp | 67.9%+29.3pp |
| Annual return | -16.08% | -3.14%-12.9pp | 114.01%-130.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,481 | $1,709+45.2% | $2,850-12.9% | $2,596-4.4% |
| Participant deferral / active EE | $6,516 | $2,974+119.1% | $4,234+53.9% | $4,027+61.8% |
| Admin fee / account holder | $20,893 | $4,493+365.0% | $5,420+285.5% | $5,403+286.7% |