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 | $108,915 | $42,894+153.9% | $60,874+78.9% | $68,494+59.0% |
| Participation rate | 87.5% | 66.8%+20.7pp | 73.1%+14.4pp | 67.9%+19.6pp |
| Annual return | -12.64% | -13.98%+1.3pp | 16.90%-29.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,597 | $1,978+31.3% | $2,701-3.9% | $2,5960% |
| Participant deferral / active EE | $5,608 | $2,867+95.6% | $3,817+46.9% | $4,027+39.3% |
| Admin fee / account holder | $15,690 | $3,101+406.0% | $3,224+386.6% | $5,403+190.4% |