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 | $137,200 | $48,265+184.3% | $68,791+99.4% | $68,494+100.3% |
| Participation rate | 87.1% | 60.7%+26.4pp | 69.0%+18.1pp | 67.9%+19.2pp |
| Annual return | -13.39% | -12.71%-0.7pp | -6.38%-7.0pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,720 | $1,829+103.4% | $2,655+40.1% | $2,596+43.3% |
| Participant deferral / active EE | $4,551 | $2,867+58.8% | $3,941+15.5% | $4,027+13.0% |
| Admin fee / account holder | $14,058 | $4,355+222.8% | $4,932+185.0% | $5,403+160.2% |