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 | $99,261 | $72,404+37.1% | $110,238-10.0% | $64,186+54.6% |
| Participation rate | 86.9% | 73.3%+13.6pp | 79.8%+7.1pp | 69.6%+17.3pp |
| Annual return | -5.50% | -6.29%+0.8pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $716 | $2,282-68.6% | $3,826-81.3% | $2,381-69.9% |
| Participant deferral / active EE | $5,570 | $3,469+60.6% | $4,672+19.2% | $3,470+60.5% |
| Admin fee / account holder | $3,592 | $5,664-36.6% | $8,547-58.0% | $4,888-26.5% |