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 | $127,876 | $59,805+113.8% | $79,550+60.8% | $68,494+86.7% |
| Participation rate | 87.8% | 61.1%+26.7pp | 69.5%+18.3pp | 67.9%+19.9pp |
| Annual return | -11.93% | -12.30%+0.4pp | 0.16%-12.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,295 | $1,505-14.0% | $2,413-46.3% | $2,596-50.1% |
| Participant deferral / active EE | $5,497 | $3,024+81.8% | $3,985+37.9% | $4,027+36.5% |
| Admin fee / account holder | $8,615 | $4,835+78.2% | $6,832+26.1% | $5,403+59.5% |