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 | $104,199 | $42,894+142.9% | $60,874+71.2% | $68,494+52.1% |
| Participation rate | 70.3% | 66.8%+3.5pp | 73.1%-2.8pp | 67.9%+2.4pp |
| Annual return | -18.19% | -13.98%-4.2pp | 16.90%-35.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,493 | $1,978+26.0% | $2,701-7.7% | $2,596-4.0% |
| Participant deferral / active EE | $7,051 | $2,867+146.0% | $3,817+84.7% | $4,027+75.1% |
| Admin fee / account holder | $17,554 | $3,101+466.1% | $3,224+444.4% | $5,403+224.9% |