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 | $139,418 | $48,265+188.9% | $68,791+102.7% | $68,494+103.5% |
| Participation rate | 81.1% | 60.7%+20.4pp | 69.0%+12.1pp | 67.9%+13.2pp |
| Annual return | 1.46% | -12.71%+14.2pp | -6.38%+7.8pp | -7.84%+9.3pp |
| Employer contribution / active EE | $2,234 | $1,829+22.2% | $2,655-15.8% | $2,596-13.9% |
| Participant deferral / active EE | $6,092 | $2,867+112.5% | $3,941+54.6% | $4,027+51.3% |
| Admin fee / account holder | $15,756 | $4,355+261.8% | $4,932+219.5% | $5,403+191.6% |