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 | $132,662 | $59,805+121.8% | $79,550+66.8% | $68,494+93.7% |
| Participation rate | 87.1% | 61.1%+26.0pp | 69.5%+17.6pp | 67.9%+19.2pp |
| Annual return | -5.34% | -12.30%+7.0pp | 0.16%-5.5pp | -7.84%+2.5pp |
| Employer contribution / active EE | $1,827 | $1,505+21.4% | $2,413-24.3% | $2,596-29.6% |
| Participant deferral / active EE | $3,897 | $3,024+28.8% | $3,985-2.2% | $4,027-3.2% |
| Admin fee / account holder | $11,467 | $4,835+137.2% | $6,832+67.8% | $5,403+112.3% |