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 | $98,840 | $73,004+35.4% | $90,749+8.9% | $68,494+44.3% |
| Participation rate | 96.2% | 70.8%+25.4pp | 75.7%+20.5pp | 67.9%+28.3pp |
| Annual return | -10.94% | -13.81%+2.9pp | -12.16%+1.2pp | -7.84%-3.1pp |
| Employer contribution / active EE | $2,886 | $2,193+31.6% | $2,921-1.2% | $2,596+11.2% |
| Participant deferral / active EE | $6,826 | $3,627+88.2% | $4,564+49.6% | $4,027+69.5% |
| Admin fee / account holder | $2,663 | $5,896-54.8% | $8,445-68.5% | $5,403-50.7% |