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 | $140,456 | $59,805+134.9% | $79,550+76.6% | $68,494+105.1% |
| Participation rate | 97.1% | 61.1%+36.1pp | 69.5%+27.7pp | 67.9%+29.3pp |
| Annual return | -10.71% | -12.30%+1.6pp | 0.16%-10.9pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,892 | $1,505+92.2% | $2,413+19.9% | $2,596+11.4% |
| Participant deferral / active EE | $7,233 | $3,024+139.2% | $3,985+81.5% | $4,027+79.6% |
| Admin fee / account holder | $6,321 | $4,835+30.7% | $6,832-7.5% | $5,403+17.0% |