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 | $154,139 | $59,805+157.7% | $79,550+93.8% | $68,494+125.0% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.5%+18.5pp | 67.9%+20.1pp |
| Annual return | -16.54% | -12.30%-4.2pp | 0.16%-16.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,288 | $1,505+52.1% | $2,413-5.2% | $2,596-11.9% |
| Participant deferral / active EE | $6,762 | $3,024+123.6% | $3,985+69.7% | $4,027+67.9% |
| Admin fee / account holder | $7,950 | $4,835+64.4% | $6,832+16.4% | $5,403+47.2% |