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 | $116,101 | $45,863+153.1% | $77,024+50.7% | $68,494+69.5% |
| Participation rate | 96.3% | 55.9%+40.4pp | 67.9%+28.4pp | 67.9%+28.4pp |
| Annual return | -14.87% | 1.72%-16.6pp | 42.32%-57.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,068 | $1,650+86.0% | $2,812+9.1% | $2,596+18.2% |
| Participant deferral / active EE | $6,469 | $2,962+118.4% | $4,426+46.1% | $4,027+60.6% |
| Admin fee / account holder | $2,727 | $3,041-10.3% | $5,425-49.7% | $5,403-49.5% |