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 | $113,304 | $105,860+7.0% | $90,749+24.9% | $134,475-15.7% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.7%+18.1pp | 81.2%+12.5pp |
| Annual return | -17.03% | -11.01%-6.0pp | -12.16%-4.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,815 | $3,462+10.2% | $2,921+30.6% | $4,740-19.5% |
| Participant deferral / active EE | $5,183 | $5,216-0.6% | $4,564+13.6% | $6,400-19.0% |
| Admin fee / account holder | $6,652 | $13,938-52.3% | $8,445-21.2% | $11,426-41.8% |