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 | $113,067 | $81,900+38.1% | $119,609-5.5% | $68,494+65.1% |
| Participation rate | 95.9% | 71.9%+24.0pp | 79.3%+16.6pp | 67.9%+28.0pp |
| Annual return | -9.58% | -23.82%+14.2pp | -14.97%+5.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $6,261 | $2,693+132.4% | $4,232+47.9% | $2,596+141.1% |
| Participant deferral / active EE | $3,961 | $4,148-4.5% | $5,602-29.3% | $4,027-1.6% |
| Admin fee / account holder | $1,040 | $6,582-84.2% | $10,323-89.9% | $5,403-80.7% |