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 | $110,989 | $49,280+125.2% | $67,313+64.9% | $64,186+72.9% |
| Participation rate | 89.3% | 60.8%+28.5pp | 69.1%+20.2pp | 69.6%+19.7pp |
| Annual return | -6.46% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $794 | $1,668-52.4% | $2,566-69.0% | $2,381-66.6% |
| Participant deferral / active EE | $5,233 | $2,484+110.7% | $3,568+46.7% | $3,470+50.8% |
| Admin fee / account holder | $8,209 | $3,863+112.5% | $4,507+82.2% | $4,888+67.9% |