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 | $93,001 | $73,004+27.4% | $90,749+2.5% | $68,494+35.8% |
| Participation rate | 92.9% | 70.8%+22.0pp | 75.7%+17.2pp | 67.9%+25.0pp |
| Annual return | -2.73% | -13.81%+11.1pp | -12.16%+9.4pp | -7.84%+5.1pp |
| Employer contribution / active EE | $1,924 | $2,193-12.3% | $2,921-34.1% | $2,596-25.9% |
| Participant deferral / active EE | $3,521 | $3,627-2.9% | $4,564-22.9% | $4,027-12.6% |
| Admin fee / account holder | $7,618 | $5,896+29.2% | $8,445-9.8% | $5,403+41.0% |