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 | $104,628 | $73,004+43.3% | $90,749+15.3% | $68,494+52.8% |
| Participation rate | 87.3% | 70.8%+16.4pp | 75.7%+11.6pp | 67.9%+19.4pp |
| Annual return | -17.73% | -13.81%-3.9pp | -12.16%-5.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,636 | $2,193-25.4% | $2,921-44.0% | $2,596-37.0% |
| Participant deferral / active EE | $3,751 | $3,627+3.4% | $4,564-17.8% | $4,027-6.9% |
| Admin fee / account holder | $6,267 | $5,896+6.3% | $8,445-25.8% | $5,403+16.0% |