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 | $114,743 | $72,404+58.5% | $110,238+4.1% | $64,186+78.8% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.0pp | 69.6%+17.3pp |
| Annual return | -3.11% | -6.29%+3.2pp | 314.74%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,406 | $2,282-38.4% | $3,826-63.3% | $2,381-40.9% |
| Participant deferral / active EE | $4,421 | $3,469+27.4% | $4,672-5.4% | $3,470+27.4% |
| Admin fee / account holder | $3,638 | $5,664-35.8% | $8,547-57.4% | $4,888-25.6% |