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 | $80,509 | $48,265+66.8% | $68,791+17.0% | $68,494+17.5% |
| Participation rate | 87.7% | 60.7%+27.0pp | 69.0%+18.7pp | 67.9%+19.8pp |
| Annual return | -16.53% | -12.71%-3.8pp | -6.38%-10.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,913 | $1,829+59.3% | $2,655+9.7% | $2,596+12.2% |
| Participant deferral / active EE | $11,983 | $2,867+318.0% | $3,941+204.1% | $4,027+197.6% |
| Admin fee / account holder | $15,788 | $4,355+262.5% | $4,932+220.1% | $5,403+192.2% |