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 | $142,473 | $59,805+138.2% | $79,550+79.1% | $68,494+108.0% |
| Participation rate | 82.5% | 61.1%+21.4pp | 69.5%+13.0pp | 67.9%+14.6pp |
| Annual return | -16.90% | -12.30%-4.6pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,904 | $1,505+93.0% | $2,413+20.4% | $2,596+11.9% |
| Participant deferral / active EE | $6,469 | $3,024+113.9% | $3,985+62.3% | $4,027+60.6% |
| Admin fee / account holder | $12,698 | $4,835+162.6% | $6,832+85.9% | $5,403+135.0% |