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 | $72,324 | $71,883+0.6% | $86,677-16.6% | $68,494+5.6% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -10.12% | 3.52%-13.6pp | 35.91%-46.0pp | -7.84%-2.3pp |
| Employer contribution / active EE | $3,166 | $2,173+45.7% | $2,836+11.6% | $2,596+21.9% |
| Participant deferral / active EE | $7,446 | $3,779+97.1% | $4,656+59.9% | $4,027+84.9% |
| Admin fee / account holder | $10,724 | $6,112+75.5% | $7,493+43.1% | $5,403+98.5% |