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 | $107,755 | $72,177+49.3% | $115,037-6.3% | $59,632+80.7% |
| Participation rate | 95.2% | 72.6%+22.7pp | 81.4%+13.9pp | 68.7%+26.6pp |
| Annual return | -0.38% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,399 | $2,841-15.6% | $4,608-47.9% | $2,203+8.9% |
| Participant deferral / active EE | $8,253 | $4,783+72.6% | $6,026+36.9% | $3,192+158.6% |
| Admin fee / account holder | $7,119 | $4,927+44.5% | $8,175-12.9% | $4,297+65.7% |