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 | $89,248 | $48,265+84.9% | $68,791+29.7% | $68,494+30.3% |
| Participation rate | 88.6% | 60.7%+27.9pp | 69.0%+19.5pp | 67.9%+20.7pp |
| Annual return | -19.41% | -12.71%-6.7pp | -6.38%-13.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,124 | $1,829-38.5% | $2,655-57.7% | $2,596-56.7% |
| Participant deferral / active EE | $4,698 | $2,867+63.9% | $3,941+19.2% | $4,027+16.6% |
| Admin fee / account holder | $4,271 | $4,355-1.9% | $4,932-13.4% | $5,403-21.0% |