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 | $109,878 | $52,836+108.0% | $105,738+3.9% | $64,186+71.2% |
| Participation rate | 74.7% | 66.5%+8.2pp | 76.3%-1.6pp | 69.6%+5.1pp |
| Annual return | -6.25% | 14.30%-20.5pp | 6.27%-12.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,531 | $1,827-16.2% | $3,268-53.1% | $2,381-35.7% |
| Participant deferral / active EE | $2,648 | $2,545+4.0% | $4,080-35.1% | $3,470-23.7% |
| Admin fee / account holder | $9,827 | $3,959+148.2% | $6,913+42.2% | $4,888+101.0% |