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 | $100,850 | $81,900+23.1% | $119,609-15.7% | $68,494+47.2% |
| Participation rate | 77.6% | 71.9%+5.7pp | 79.3%-1.7pp | 67.9%+9.7pp |
| Annual return | -14.93% | -23.82%+8.9pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $882 | $2,693-67.3% | $4,232-79.2% | $2,596-66.0% |
| Participant deferral / active EE | $5,556 | $4,148+34.0% | $5,602-0.8% | $4,027+38.0% |
| Admin fee / account holder | $11,707 | $6,582+77.9% | $10,323+13.4% | $5,403+116.7% |