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 | $111,384 | $46,674+138.6% | $117,472-5.2% | $68,494+62.6% |
| Participation rate | 96.4% | 56.8%+39.7pp | 70.6%+25.8pp | 67.9%+28.5pp |
| Annual return | -12.93% | -14.52%+1.6pp | 29.74%-42.7pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,676 | $1,505+77.9% | $4,176-35.9% | $2,596+3.1% |
| Participant deferral / active EE | $4,532 | $2,636+71.9% | $4,070+11.3% | $4,027+12.5% |
| Admin fee / account holder | $3,404 | $4,020-15.3% | $5,645-39.7% | $5,403-37.0% |