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 | $109,016 | $53,162+105.1% | $91,220+19.5% | $68,494+59.2% |
| Participation rate | 86.8% | 63.2%+23.6pp | 73.2%+13.6pp | 67.9%+19.0pp |
| Annual return | -13.93% | -3.14%-10.8pp | 114.01%-127.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,463 | $1,709-14.4% | $2,850-48.7% | $2,596-43.6% |
| Participant deferral / active EE | $2,477 | $2,974-16.7% | $4,234-41.5% | $4,027-38.5% |
| Admin fee / account holder | $823 | $4,493-81.7% | $5,420-84.8% | $5,403-84.8% |