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 | $124,724 | $42,894+190.8% | $60,874+104.9% | $68,494+82.1% |
| Participation rate | 87.5% | 66.8%+20.7pp | 73.1%+14.4pp | 67.9%+19.6pp |
| Annual return | 5.85% | -13.98%+19.8pp | 16.90%-11.0pp | -7.84%+13.7pp |
| Employer contribution / active EE | $8,244 | $1,978+316.8% | $2,701+205.2% | $2,596+217.5% |
| Participant deferral / active EE | $2,885 | $2,867+0.6% | $3,817-24.4% | $4,027-28.4% |
| Admin fee / account holder | $1,508 | $3,101-51.4% | $3,224-53.2% | $5,403-72.1% |