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 | $123,971 | $45,863+170.3% | $77,024+61.0% | $68,494+81.0% |
| Participation rate | 87.2% | 55.9%+31.3pp | 67.9%+19.3pp | 67.9%+19.3pp |
| Annual return | -14.88% | 1.72%-16.6pp | 42.32%-57.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,697 | $1,650+2.9% | $2,812-39.6% | $2,596-34.6% |
| Participant deferral / active EE | $4,726 | $2,962+59.6% | $4,426+6.8% | $4,027+17.4% |
| Admin fee / account holder | $5,135 | $3,041+68.9% | $5,425-5.3% | $5,403-4.9% |