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 | $106,513 | $45,863+132.2% | $77,024+38.3% | $68,494+55.5% |
| Participation rate | 95.3% | 55.9%+39.4pp | 67.9%+27.4pp | 67.9%+27.4pp |
| Annual return | -15.51% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,415 | $1,650-14.2% | $2,812-49.7% | $2,596-45.5% |
| Participant deferral / active EE | $5,638 | $2,962+90.3% | $4,426+27.4% | $4,027+40.0% |
| Admin fee / account holder | $18,746 | $3,041+516.5% | $5,425+245.5% | $5,403+247.0% |