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 | $100,563 | $42,894+134.4% | $60,874+65.2% | $68,494+46.8% |
| Participation rate | 92.0% | 66.8%+25.2pp | 73.1%+18.9pp | 67.9%+24.1pp |
| Annual return | -11.86% | -13.98%+2.1pp | 16.90%-28.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,641 | $2,867+236.3% | $3,817+152.6% | $4,027+139.4% |
| Admin fee / account holder | $3,878 | $3,101+25.1% | $3,224+20.3% | $5,403-28.2% |