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 | $129,276 | $59,805+116.2% | $79,550+62.5% | $68,494+88.7% |
| Participation rate | 97.4% | 61.1%+36.3pp | 69.5%+27.9pp | 67.9%+29.5pp |
| Annual return | -13.19% | -12.30%-0.9pp | 0.16%-13.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,184 | $1,505+111.6% | $2,413+32.0% | $2,596+22.7% |
| Participant deferral / active EE | $9,103 | $3,024+201.0% | $3,985+128.4% | $4,027+126.0% |
| Admin fee / account holder | $1,677 | $4,835-65.3% | $6,832-75.4% | $5,403-69.0% |