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 | $105,287 | $42,383+148.4% | $76,523+37.6% | $64,186+64.0% |
| Participation rate | 72.9% | 58.1%+14.8pp | 68.0%+4.9pp | 69.6%+3.3pp |
| Annual return | -4.56% | -16.54%+12.0pp | -0.27%-4.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,541 | $1,563-1.4% | $2,647-41.8% | $2,381-35.3% |
| Participant deferral / active EE | $3,274 | $2,566+27.6% | $3,835-14.6% | $3,470-5.6% |
| Admin fee / account holder | $22,664 | $3,198+608.7% | $4,848+367.5% | $4,888+363.7% |