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 | $86,656 | $110,094-21.3% | $151,611-42.8% | $68,494+26.5% |
| Participation rate | 88.3% | 84.0%+4.4pp | 87.5%+0.8pp | 67.9%+20.4pp |
| Annual return | -15.47% | -10.12%-5.4pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $6,799 | $4,471+52.1% | $6,166+10.3% | $2,596+161.9% |
| Participant deferral / active EE | $14,292 | $6,527+119.0% | $8,363+70.9% | $4,027+254.9% |
| Admin fee / account holder | $3,149 | $7,719-59.2% | $11,616-72.9% | $5,403-41.7% |