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 | $93,587 | $81,900+14.3% | $119,609-21.8% | $68,494+36.6% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | -14.53% | -23.82%+9.3pp | -14.97%+0.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,872 | $2,693+6.6% | $4,232-32.1% | $2,596+10.6% |
| Participant deferral / active EE | $7,464 | $4,148+80.0% | $5,602+33.2% | $4,027+85.3% |
| Admin fee / account holder | $2,344 | $6,582-64.4% | $10,323-77.3% | $5,403-56.6% |