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 | $111,922 | $50,958+119.6% | $74,550+50.1% | $64,186+74.4% |
| Participation rate | 76.7% | 61.1%+15.6pp | 69.1%+7.5pp | 69.6%+7.1pp |
| Annual return | -5.46% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,974 | $1,115+77.0% | $1,961+0.7% | $2,381-17.1% |
| Participant deferral / active EE | $4,488 | $2,301+95.0% | $3,108+44.4% | $3,470+29.3% |
| Admin fee / account holder | $5,292 | $4,223+25.3% | $5,060+4.6% | $4,888+8.3% |