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 | $119,948 | $81,900+46.5% | $119,609+0.3% | $68,494+75.1% |
| Participation rate | 74.2% | 71.9%+2.3pp | 79.3%-5.1pp | 67.9%+6.3pp |
| Annual return | -15.29% | -23.82%+8.5pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,676 | $2,693-37.8% | $4,232-60.4% | $2,596-35.4% |
| Participant deferral / active EE | $4,998 | $4,148+20.5% | $5,602-10.8% | $4,027+24.1% |
| Admin fee / account holder | $1,530 | $6,582-76.8% | $10,323-85.2% | $5,403-71.7% |