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 | $106,110 | $72,404+46.6% | $110,238-3.7% | $64,186+65.3% |
| Participation rate | 74.1% | 73.3%+0.7pp | 79.8%-5.7pp | 69.6%+4.5pp |
| Annual return | -6.09% | -6.29%+0.2pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,437 | $2,282+6.8% | $3,826-36.3% | $2,381+2.3% |
| Participant deferral / active EE | $5,355 | $3,469+54.4% | $4,672+14.6% | $3,470+54.3% |
| Admin fee / account holder | $530 | $5,664-90.6% | $8,547-93.8% | $4,888-89.1% |