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 | $105,142 | $25,979+304.7% | $71,735+46.6% | $68,494+53.5% |
| Participation rate | 92.9% | 54.5%+38.4pp | 62.3%+30.5pp | 67.9%+25.0pp |
| Annual return | -17.43% | -15.10%-2.3pp | 9.14%-26.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,394 | $900+54.8% | $1,704-18.2% | $2,596-46.3% |
| Participant deferral / active EE | $7,455 | $1,522+389.7% | $2,658+180.5% | $4,027+85.1% |
| Admin fee / account holder | $375 | $2,022-81.5% | $3,974-90.6% | $5,403-93.1% |