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 | $101,031 | $73,004+38.4% | $90,749+11.3% | $68,494+47.5% |
| Participation rate | 74.6% | 70.8%+3.7pp | 75.7%-1.1pp | 67.9%+6.7pp |
| Annual return | -15.89% | -13.81%-2.1pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,235 | $2,193-43.7% | $2,921-57.7% | $2,596-52.4% |
| Participant deferral / active EE | $3,214 | $3,627-11.4% | $4,564-29.6% | $4,027-20.2% |
| Admin fee / account holder | $3,591 | $5,896-39.1% | $8,445-57.5% | $5,403-33.5% |