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 | $102,188 | $76,912+32.9% | $129,110-20.9% | $68,494+49.2% |
| Participation rate | 87.5% | 69.1%+18.4pp | 77.3%+10.2pp | 67.9%+19.6pp |
| Annual return | -16.04% | -9.78%-6.3pp | -10.94%-5.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,061 | $3,243-36.4% | $5,052-59.2% | $2,596-20.6% |
| Participant deferral / active EE | $5,235 | $4,732+10.6% | $6,542-20.0% | $4,027+30.0% |
| Admin fee / account holder | $8,041 | $6,638+21.1% | $14,302-43.8% | $5,403+48.8% |