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 | $128,438 | $50,958+152.0% | $74,550+72.3% | $64,186+100.1% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.1%+9.4pp | 69.6%+9.0pp |
| Annual return | -7.22% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,648 | $1,115+47.8% | $1,961-16.0% | $2,381-30.8% |
| Participant deferral / active EE | $2,204 | $2,301-4.3% | $3,108-29.1% | $3,470-36.5% |
| Admin fee / account holder | $4,746 | $4,223+12.4% | $5,060-6.2% | $4,888-2.9% |