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 | $98,345 | $48,265+103.8% | $68,791+43.0% | $68,494+43.6% |
| Participation rate | 74.1% | 60.7%+13.4pp | 69.0%+5.0pp | 67.9%+6.2pp |
| Annual return | -12.99% | -12.71%-0.3pp | -6.38%-6.6pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,649 | $1,829+44.9% | $2,655-0.2% | $2,596+2.0% |
| Participant deferral / active EE | $4,760 | $2,867+66.0% | $3,941+20.8% | $4,027+18.2% |
| Admin fee / account holder | $5,151 | $4,355+18.3% | $4,932+4.4% | $5,403-4.7% |