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 | $113,406 | $73,004+55.3% | $90,749+25.0% | $68,494+65.6% |
| Participation rate | 93.3% | 70.8%+22.5pp | 75.7%+17.6pp | 67.9%+25.4pp |
| Annual return | -17.26% | -13.81%-3.5pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,287 | $2,193+4.3% | $2,921-21.7% | $2,596-11.9% |
| Participant deferral / active EE | $7,194 | $3,627+98.4% | $4,564+57.6% | $4,027+78.6% |
| Admin fee / account holder | $5,485 | $5,896-7.0% | $8,445-35.0% | $5,403+1.5% |