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 | $110,568 | $73,004+51.5% | $90,749+21.8% | $68,494+61.4% |
| Participation rate | 73.0% | 70.8%+2.1pp | 75.7%-2.7pp | 67.9%+5.1pp |
| Annual return | -9.81% | -13.81%+4.0pp | -12.16%+2.4pp | -7.84%-2.0pp |
| Employer contribution / active EE | $3,563 | $2,193+62.5% | $2,921+22.0% | $2,596+37.2% |
| Participant deferral / active EE | $7,568 | $3,627+108.7% | $4,564+65.8% | $4,027+87.9% |
| Admin fee / account holder | $9,326 | $5,896+58.2% | $8,445+10.4% | $5,403+72.6% |