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 | $120,102 | $73,004+64.5% | $90,749+32.3% | $68,494+75.3% |
| Participation rate | 92.4% | 70.8%+21.6pp | 75.7%+16.7pp | 67.9%+24.5pp |
| Annual return | -18.06% | -13.81%-4.3pp | -12.16%-5.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,433 | $2,193-34.7% | $2,921-50.9% | $2,596-44.8% |
| Participant deferral / active EE | $8,418 | $3,627+132.1% | $4,564+84.4% | $4,027+109.0% |
| Admin fee / account holder | $2,591 | $5,896-56.1% | $8,445-69.3% | $5,403-52.1% |