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 | $135,654 | $48,265+181.1% | $68,791+97.2% | $68,494+98.1% |
| Participation rate | 79.5% | 60.7%+18.8pp | 69.0%+10.4pp | 67.9%+11.6pp |
| Annual return | -15.20% | -12.71%-2.5pp | -6.38%-8.8pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,652 | $1,829-9.7% | $2,655-37.8% | $2,596-36.4% |
| Participant deferral / active EE | $8,119 | $2,867+183.2% | $3,941+106.0% | $4,027+101.6% |
| Admin fee / account holder | $5,051 | $4,355+16.0% | $4,932+2.4% | $5,403-6.5% |