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 | $114,548 | $59,805+91.5% | $79,550+44.0% | $68,494+67.2% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.5%+8.3pp | 67.9%+9.9pp |
| Annual return | -18.34% | -12.30%-6.0pp | 0.16%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,721 | $1,505+14.4% | $2,413-28.7% | $2,596-33.7% |
| Participant deferral / active EE | $4,765 | $3,024+57.5% | $3,985+19.6% | $4,027+18.3% |
| Admin fee / account holder | $4,863 | $4,835+0.6% | $6,832-28.8% | $5,403-10.0% |