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 | $114,817 | $50,958+125.3% | $74,550+54.0% | $64,186+78.9% |
| Participation rate | 83.1% | 61.1%+22.0pp | 69.1%+13.9pp | 69.6%+13.5pp |
| Annual return | -6.01% | -1.86%-4.2pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $987 | $1,115-11.5% | $1,961-49.6% | $2,381-58.5% |
| Participant deferral / active EE | $4,181 | $2,301+81.7% | $3,108+34.5% | $3,470+20.5% |
| Admin fee / account holder | $7,927 | $4,223+87.7% | $5,060+56.7% | $4,888+62.2% |