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 | $111,992 | $45,863+144.2% | $77,024+45.4% | $68,494+63.5% |
| Participation rate | 84.6% | 55.9%+28.7pp | 67.9%+16.7pp | 67.9%+16.7pp |
| Annual return | -12.57% | 1.72%-14.3pp | 42.32%-54.9pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,822 | $1,650+71.1% | $2,812+0.4% | $2,596+8.7% |
| Participant deferral / active EE | $4,455 | $2,962+50.4% | $4,426+0.6% | $4,027+10.6% |
| Admin fee / account holder | $8,964 | $3,041+194.8% | $5,425+65.2% | $5,403+65.9% |