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 | $91,964 | $73,004+26.0% | $90,749+1.3% | $68,494+34.3% |
| Participation rate | 87.5% | 70.8%+16.7pp | 75.7%+11.8pp | 67.9%+19.6pp |
| Annual return | -15.07% | -13.81%-1.3pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $768 | $2,193-65.0% | $2,921-73.7% | $2,596-70.4% |
| Participant deferral / active EE | $7,468 | $3,627+105.9% | $4,564+63.6% | $4,027+85.4% |
| Admin fee / account holder | $23,347 | $5,896+296.0% | $8,445+176.5% | $5,403+332.1% |