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 | $141,800 | $42,383+234.6% | $76,523+85.3% | $64,186+120.9% |
| Participation rate | 76.5% | 58.1%+18.3pp | 68.0%+8.5pp | 69.6%+6.9pp |
| Annual return | -4.28% | -16.54%+12.3pp | -0.27%-4.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,593 | $1,563+1.9% | $2,647-39.8% | $2,381-33.1% |
| Participant deferral / active EE | $6,083 | $2,566+137.0% | $3,835+58.6% | $3,470+75.3% |
| Admin fee / account holder | $3,837 | $3,198+20.0% | $4,848-20.9% | $4,888-21.5% |