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 | $100,787 | $167,307-39.8% | $143,757-29.9% | $134,475-25.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -17.71% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $10,315 | $5,619+83.6% | $4,951+108.3% | $4,740+117.6% |
| Participant deferral / active EE | $4,591 | $6,446-28.8% | $5,637-18.6% | $6,400-28.3% |
| Admin fee / account holder | $2,101 | $18,088-88.4% | $14,673-85.7% | $11,426-81.6% |