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 | $119,053 | $48,265+146.7% | $68,791+73.1% | $68,494+73.8% |
| Participation rate | 98.3% | 60.7%+37.6pp | 69.0%+29.3pp | 67.9%+30.4pp |
| Annual return | -12.39% | -12.71%+0.3pp | -6.38%-6.0pp | -7.84%-4.5pp |
| Employer contribution / active EE | $4,845 | $1,829+164.9% | $2,655+82.5% | $2,596+86.6% |
| Participant deferral / active EE | $6,452 | $2,867+125.1% | $3,941+63.7% | $4,027+60.2% |
| Admin fee / account holder | $13,465 | $4,355+209.1% | $4,932+173.0% | $5,403+149.2% |