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 | $109,492 | $72,404+51.2% | $110,238-0.7% | $64,186+70.6% |
| Participation rate | 70.7% | 73.3%-2.6pp | 79.8%-9.1pp | 69.6%+1.1pp |
| Annual return | -0.74% | -6.29%+5.5pp | 314.74%-315.5pp | 7.63%-8.4pp |
| Employer contribution / active EE | $1,690 | $2,282-25.9% | $3,826-55.8% | $2,381-29.0% |
| Participant deferral / active EE | $3,058 | $3,469-11.8% | $4,672-34.5% | $3,470-11.8% |
| Admin fee / account holder | $20,215 | $5,664+256.9% | $8,547+136.5% | $4,888+313.6% |