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 | $126,168 | $48,265+161.4% | $68,791+83.4% | $68,494+84.2% |
| Participation rate | 72.3% | 60.7%+11.6pp | 69.0%+3.3pp | 67.9%+4.4pp |
| Annual return | -16.55% | -12.71%-3.8pp | -6.38%-10.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,737 | $1,829+49.7% | $2,655+3.1% | $2,596+5.4% |
| Participant deferral / active EE | $6,366 | $2,867+122.1% | $3,941+61.5% | $4,027+58.1% |
| Admin fee / account holder | $4,484 | $4,355+2.9% | $4,932-9.1% | $5,403-17.0% |