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 | $115,419 | $48,265+139.1% | $68,791+67.8% | $68,494+68.5% |
| Participation rate | 71.4% | 60.7%+10.8pp | 69.0%+2.4pp | 67.9%+3.5pp |
| Annual return | -11.80% | -12.71%+0.9pp | -6.38%-5.4pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,535 | $1,829+38.6% | $2,655-4.5% | $2,596-2.4% |
| Participant deferral / active EE | $4,925 | $2,867+71.8% | $3,941+25.0% | $4,027+22.3% |
| Admin fee / account holder | $15,243 | $4,355+250.0% | $4,932+209.1% | $5,403+182.1% |