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 | $106,543 | $48,265+120.7% | $68,791+54.9% | $68,494+55.6% |
| Participation rate | 90.4% | 60.7%+29.7pp | 69.0%+21.4pp | 67.9%+22.5pp |
| Annual return | -17.26% | -12.71%-4.6pp | -6.38%-10.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,530 | $1,829+38.4% | $2,655-4.7% | $2,596-2.5% |
| Participant deferral / active EE | $10,954 | $2,867+282.1% | $3,941+178.0% | $4,027+172.0% |
| Admin fee / account holder | $1,664 | $4,355-61.8% | $4,932-66.3% | $5,403-69.2% |