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 | $71,031 | $43,504+63.3% | $68,793+3.3% | $56,287+26.2% |
| Participation rate | 96.1% | 67.8%+28.3pp | 72.2%+23.9pp | 69.9%+26.3pp |
| Annual return | -4.52% | -3.15%-1.4pp | -4.63%+0.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,227 | $1,525-19.5% | $2,625-53.2% | $2,111-41.9% |
| Participant deferral / active EE | $3,680 | $2,509+46.7% | $3,311+11.1% | $3,350+9.9% |
| Admin fee / account holder | $6,311 | $515+1125.6% | $5,131+23.0% | $521+1111.6% |