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 | $116,859 | $50,958+129.3% | $74,550+56.8% | $64,186+82.1% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -3.89% | -1.86%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,238 | $1,115+11.0% | $1,961-36.8% | $2,381-48.0% |
| Participant deferral / active EE | $4,657 | $2,301+102.4% | $3,108+49.8% | $3,470+34.2% |
| Admin fee / account holder | $4,221 | $4,2230% | $5,060-16.6% | $4,888-13.6% |