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 | $115,019 | $73,867+55.7% | $143,757-20.0% | $68,494+67.9% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -19.00% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,806 | $3,184+19.5% | $4,951-23.1% | $2,596+46.6% |
| Participant deferral / active EE | $5,994 | $3,384+77.1% | $5,637+6.3% | $4,027+48.8% |
| Admin fee / account holder | $324 | $5,755-94.4% | $14,673-97.8% | $5,403-94.0% |