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 | $116,653 | $81,900+42.4% | $119,609-2.5% | $68,494+70.3% |
| Participation rate | 95.8% | 71.9%+23.9pp | 79.3%+16.6pp | 67.9%+27.9pp |
| Annual return | -16.69% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,592 | $2,693-40.9% | $4,232-62.4% | $2,596-38.7% |
| Participant deferral / active EE | $3,449 | $4,148-16.8% | $5,602-38.4% | $4,027-14.4% |
| Admin fee / account holder | $5,613 | $6,582-14.7% | $10,323-45.6% | $5,403+3.9% |