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 | $123,895 | $48,265+156.7% | $68,791+80.1% | $68,494+80.9% |
| Participation rate | 97.9% | 60.7%+37.2pp | 69.0%+28.9pp | 67.9%+30.0pp |
| Annual return | -17.06% | -12.71%-4.4pp | -6.38%-10.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,481 | $1,829+145.1% | $2,655+68.8% | $2,596+72.6% |
| Participant deferral / active EE | $5,835 | $2,867+103.6% | $3,941+48.1% | $4,027+44.9% |
| Admin fee / account holder | $747 | $4,355-82.9% | $4,932-84.9% | $5,403-86.2% |