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 5-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 | $138,688 | $59,805+131.9% | $79,550+74.3% | $68,494+102.5% |
| Participation rate | 74.1% | 61.1%+13.1pp | 69.5%+4.7pp | 67.9%+6.2pp |
| Annual return | -15.54% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,741 | $1,505+15.7% | $2,413-27.8% | $2,596-32.9% |
| Participant deferral / active EE | $6,081 | $3,024+101.1% | $3,985+52.6% | $4,027+51.0% |
| Admin fee / account holder | $8,527 | $4,835+76.4% | $6,832+24.8% | $5,403+57.8% |