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 | $142,168 | $48,265+194.6% | $68,791+106.7% | $68,494+107.6% |
| Participation rate | 73.8% | 60.7%+13.1pp | 69.0%+4.8pp | 67.9%+5.9pp |
| Annual return | -14.86% | -12.71%-2.2pp | -6.38%-8.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,292 | $1,829+25.4% | $2,655-13.7% | $2,596-11.7% |
| Participant deferral / active EE | $4,534 | $2,867+58.2% | $3,941+15.1% | $4,027+12.6% |
| Admin fee / account holder | $4,911 | $4,355+12.8% | $4,932-0.4% | $5,403-9.1% |