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 | $91,269 | $81,900+11.4% | $119,609-23.7% | $68,494+33.2% |
| Participation rate | 84.0% | 71.9%+12.1pp | 79.3%+4.7pp | 67.9%+16.1pp |
| Annual return | 2.01% | -23.82%+25.8pp | -14.97%+17.0pp | -7.84%+9.9pp |
| Employer contribution / active EE | $1,600 | $2,693-40.6% | $4,232-62.2% | $2,596-38.4% |
| Participant deferral / active EE | $3,230 | $4,148-22.1% | $5,602-42.3% | $4,027-19.8% |
| Admin fee / account holder | $941 | $6,582-85.7% | $10,323-90.9% | $5,403-82.6% |