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 | $122,671 | $50,958+140.7% | $74,550+64.5% | $64,186+91.1% |
| Participation rate | 85.7% | 61.1%+24.7pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -3.48% | -1.86%-1.6pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $546 | $1,115-51.1% | $1,961-72.2% | $2,381-77.1% |
| Participant deferral / active EE | $2,335 | $2,301+1.5% | $3,108-24.9% | $3,470-32.7% |
| Admin fee / account holder | $2,280 | $4,223-46.0% | $5,060-54.9% | $4,888-53.4% |