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 | $101,472 | $42,894+136.6% | $60,874+66.7% | $68,494+48.1% |
| Participation rate | 94.6% | 66.8%+27.9pp | 73.1%+21.5pp | 67.9%+26.8pp |
| Annual return | -16.59% | -13.98%-2.6pp | 16.90%-33.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,732 | $1,978+38.1% | $2,701+1.1% | $2,596+5.2% |
| Participant deferral / active EE | $9,886 | $2,867+244.8% | $3,817+159.0% | $4,027+145.5% |
| Admin fee / account holder | $6,422 | $3,101+107.1% | $3,224+99.2% | $5,403+18.9% |