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 | $102,548 | $46,674+119.7% | $117,472-12.7% | $68,494+49.7% |
| Participation rate | 73.1% | 56.8%+16.4pp | 70.6%+2.5pp | 67.9%+5.2pp |
| Annual return | -14.12% | -14.52%+0.4pp | 29.74%-43.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,850 | $1,505+22.9% | $4,176-55.7% | $2,596-28.8% |
| Participant deferral / active EE | $2,987 | $2,636+13.3% | $4,070-26.6% | $4,027-25.8% |
| Admin fee / account holder | $13,630 | $4,020+239.1% | $5,645+141.5% | $5,403+152.3% |