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 | $109,655 | $45,863+139.1% | $77,024+42.4% | $68,494+60.1% |
| Participation rate | 75.9% | 55.9%+19.9pp | 67.9%+8.0pp | 67.9%+8.0pp |
| Annual return | -12.56% | 1.72%-14.3pp | 42.32%-54.9pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,794 | $1,650+8.8% | $2,812-36.2% | $2,596-30.9% |
| Participant deferral / active EE | $5,226 | $2,962+76.4% | $4,426+18.1% | $4,027+29.8% |
| Admin fee / account holder | $1,439 | $3,041-52.7% | $5,425-73.5% | $5,403-73.4% |