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 | $105,026 | $73,004+43.9% | $90,749+15.7% | $68,494+53.3% |
| Participation rate | 85.4% | 70.8%+14.5pp | 75.7%+9.7pp | 67.9%+17.5pp |
| Annual return | -14.19% | -13.81%-0.4pp | -12.16%-2.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,195 | $2,193+0.1% | $2,921-24.8% | $2,596-15.5% |
| Participant deferral / active EE | $2,791 | $3,627-23.0% | $4,564-38.8% | $4,027-30.7% |
| Admin fee / account holder | $8,219 | $5,896+39.4% | $8,445-2.7% | $5,403+52.1% |