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 | $127,604 | $59,186+115.6% | $76,768+66.2% | $56,287+126.7% |
| Participation rate | 93.9% | 75.2%+18.7pp | 77.0%+17.0pp | 69.9%+24.1pp |
| Annual return | -6.13% | 6.62%-12.7pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,119 | $1,759+20.5% | $2,485-14.8% | $2,111+0.4% |
| Participant deferral / active EE | $4,116 | $3,255+26.5% | $3,852+6.9% | $3,350+22.9% |
| Admin fee / account holder | $6,342 | $489+1196.7% | $6,675-5.0% | $521+1117.4% |