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 | $104,374 | $45,863+127.6% | $77,024+35.5% | $68,494+52.4% |
| Participation rate | 85.0% | 55.9%+29.1pp | 67.9%+17.1pp | 67.9%+17.1pp |
| Annual return | -16.19% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,486 | $1,650+111.3% | $2,812+24.0% | $2,596+34.3% |
| Participant deferral / active EE | $4,265 | $2,962+44.0% | $4,426-3.7% | $4,027+5.9% |
| Admin fee / account holder | $5,586 | $3,041+83.7% | $5,425+3.0% | $5,403+3.4% |