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 | $92,763 | $42,894+116.3% | $60,874+52.4% | $68,494+35.4% |
| Participation rate | 85.7% | 66.8%+18.9pp | 73.1%+12.6pp | 67.9%+17.8pp |
| Annual return | -16.07% | -13.98%-2.1pp | 16.90%-33.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,148 | $1,978+59.1% | $2,701+16.5% | $2,596+21.3% |
| Participant deferral / active EE | $7,964 | $2,867+177.8% | $3,817+108.7% | $4,027+97.8% |
| Admin fee / account holder | $6,670 | $3,101+115.1% | $3,224+106.9% | $5,403+23.5% |