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 | $109,186 | $45,863+138.1% | $77,024+41.8% | $68,494+59.4% |
| Participation rate | 95.6% | 55.9%+39.6pp | 67.9%+27.7pp | 67.9%+27.7pp |
| Annual return | -16.65% | 1.72%-18.4pp | 42.32%-59.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,838 | $1,650+72.1% | $2,812+0.9% | $2,596+9.3% |
| Participant deferral / active EE | $5,801 | $2,962+95.8% | $4,426+31.0% | $4,027+44.0% |
| Admin fee / account holder | $6,444 | $3,041+111.9% | $5,425+18.8% | $5,403+19.3% |