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 | $113,718 | $59,805+90.1% | $79,550+43.0% | $68,494+66.0% |
| Participation rate | 98.3% | 61.1%+37.2pp | 69.5%+28.8pp | 67.9%+30.4pp |
| Annual return | -17.40% | -12.30%-5.1pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $6,458 | $1,505+329.1% | $2,413+167.6% | $2,596+148.7% |
| Participant deferral / active EE | $3,291 | $3,024+8.8% | $3,985-17.4% | $4,027-18.3% |
| Admin fee / account holder | $15,718 | $4,835+225.1% | $6,832+130.0% | $5,403+190.9% |