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 | $179,020 | $48,265+270.9% | $68,791+160.2% | $68,494+161.4% |
| Participation rate | 73.6% | 60.7%+12.9pp | 69.0%+4.6pp | 67.9%+5.7pp |
| Annual return | -17.99% | -12.71%-5.3pp | -6.38%-11.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,292 | $1,829+134.7% | $2,655+61.7% | $2,596+65.3% |
| Participant deferral / active EE | $5,791 | $2,867+102.0% | $3,941+46.9% | $4,027+43.8% |
| Admin fee / account holder | $40,569 | $4,355+831.5% | $4,932+722.6% | $5,403+650.9% |