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 | $105,387 | $45,863+129.8% | $77,024+36.8% | $68,494+53.9% |
| Participation rate | 70.2% | 55.9%+14.3pp | 67.9%+2.3pp | 67.9%+2.3pp |
| Annual return | -18.20% | 1.72%-19.9pp | 42.32%-60.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,923 | $1,650+16.6% | $2,812-31.6% | $2,596-25.9% |
| Participant deferral / active EE | $7,119 | $2,962+140.3% | $4,426+60.8% | $4,027+76.8% |
| Admin fee / account holder | $2,831 | $3,041-6.9% | $5,425-47.8% | $5,403-47.6% |