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 | $81,844 | $82,664-1.0% | $125,339-34.7% | $68,494+19.5% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -15.36% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,301 | $3,381-61.5% | $4,814-73.0% | $2,596-49.9% |
| Participant deferral / active EE | $7,045 | $6,110+15.3% | $7,446-5.4% | $4,027+74.9% |
| Admin fee / account holder | $6,030 | $6,275-3.9% | $10,010-39.8% | $5,403+11.6% |