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 | $99,431 | $64,707+53.7% | $112,228-11.4% | $68,494+45.2% |
| Participation rate | 95.7% | 67.2%+28.6pp | 75.1%+20.7pp | 67.9%+27.9pp |
| Annual return | -15.22% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,489 | $2,746-45.8% | $3,635-59.0% | $2,596-42.6% |
| Participant deferral / active EE | $8,843 | $3,565+148.1% | $4,728+87.0% | $4,027+119.6% |
| Admin fee / account holder | $28,451 | $5,232+443.8% | $6,410+343.9% | $5,403+426.6% |