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 | $102,061 | $42,383+140.8% | $76,523+33.4% | $64,186+59.0% |
| Participation rate | 96.4% | 58.1%+38.3pp | 68.0%+28.4pp | 69.6%+26.9pp |
| Annual return | -7.09% | -16.54%+9.4pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,349 | $1,563+50.3% | $2,647-11.3% | $2,381-1.3% |
| Participant deferral / active EE | $3,186 | $2,566+24.1% | $3,835-16.9% | $3,470-8.2% |
| Admin fee / account holder | $19,871 | $3,198+521.4% | $4,848+309.9% | $4,888+306.5% |