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 | $104,937 | $49,280+112.9% | $67,313+55.9% | $64,186+63.5% |
| Participation rate | 86.2% | 60.8%+25.4pp | 69.1%+17.1pp | 69.6%+16.6pp |
| Annual return | -4.84% | -1.39%-3.5pp | -4.08%-0.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,045 | $1,668+82.5% | $2,566+18.7% | $2,381+27.9% |
| Participant deferral / active EE | $7,176 | $2,484+188.9% | $3,568+101.1% | $3,470+106.8% |
| Admin fee / account holder | $7,115 | $3,863+84.2% | $4,507+57.9% | $4,888+45.6% |