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 | $110,056 | $81,900+34.4% | $119,609-8.0% | $68,494+60.7% |
| Participation rate | 93.7% | 71.9%+21.8pp | 79.3%+14.4pp | 67.9%+25.8pp |
| Annual return | -16.16% | -23.82%+7.7pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,118 | $2,693-58.5% | $4,232-73.6% | $2,596-56.9% |
| Participant deferral / active EE | $4,887 | $4,148+17.8% | $5,602-12.8% | $4,027+21.3% |
| Admin fee / account holder | $2,626 | $6,582-60.1% | $10,323-74.6% | $5,403-51.4% |