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 | $106,865 | $73,004+46.4% | $90,749+17.8% | $68,494+56.0% |
| Participation rate | 72.3% | 70.8%+1.5pp | 75.7%-3.4pp | 67.9%+4.5pp |
| Annual return | -16.72% | -13.81%-2.9pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,039 | $2,193-7.0% | $2,921-30.2% | $2,596-21.5% |
| Participant deferral / active EE | $3,466 | $3,627-4.4% | $4,564-24.1% | $4,027-13.9% |
| Admin fee / account holder | $8,867 | $5,896+50.4% | $8,445+5.0% | $5,403+64.1% |