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 | $109,627 | $48,265+127.1% | $68,791+59.4% | $68,494+60.1% |
| Participation rate | 97.3% | 60.7%+36.7pp | 69.0%+28.3pp | 67.9%+29.4pp |
| Annual return | -15.30% | -12.71%-2.6pp | -6.38%-8.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,667 | $1,829-8.9% | $2,655-37.2% | $2,596-35.8% |
| Participant deferral / active EE | $4,744 | $2,867+65.5% | $3,941+20.4% | $4,027+17.8% |
| Admin fee / account holder | $2,455 | $4,355-43.6% | $4,932-50.2% | $5,403-54.6% |