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 | $130,437 | $73,004+78.7% | $90,749+43.7% | $68,494+90.4% |
| Participation rate | 78.1% | 70.8%+7.3pp | 75.7%+2.4pp | 67.9%+10.2pp |
| Annual return | -16.63% | -13.81%-2.8pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,972 | $2,193-10.1% | $2,921-32.5% | $2,596-24.0% |
| Participant deferral / active EE | $7,433 | $3,627+105.0% | $4,564+62.9% | $4,027+84.6% |
| Admin fee / account holder | $28,987 | $5,896+391.6% | $8,445+243.3% | $5,403+436.5% |