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 | $111,814 | $45,863+143.8% | $77,024+45.2% | $68,494+63.2% |
| Participation rate | 82.8% | 55.9%+26.8pp | 67.9%+14.9pp | 67.9%+14.9pp |
| Annual return | -15.86% | 1.72%-17.6pp | 42.32%-58.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,493 | $1,650+111.8% | $2,812+24.2% | $2,596+34.6% |
| Participant deferral / active EE | $7,035 | $2,962+137.5% | $4,426+58.9% | $4,027+74.7% |
| Admin fee / account holder | $1,791 | $3,041-41.1% | $5,425-67.0% | $5,403-66.8% |