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 | $120,845 | $59,805+102.1% | $79,550+51.9% | $68,494+76.4% |
| Participation rate | 97.4% | 61.1%+36.4pp | 69.5%+27.9pp | 67.9%+29.5pp |
| Annual return | -15.26% | -12.30%-3.0pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,262 | $1,505+116.7% | $2,413+35.2% | $2,596+25.6% |
| Participant deferral / active EE | $5,998 | $3,024+98.3% | $3,985+50.5% | $4,027+48.9% |
| Admin fee / account holder | $2,928 | $4,835-39.4% | $6,832-57.1% | $5,403-45.8% |