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 | $94,256 | $110,094-14.4% | $151,611-37.8% | $68,494+37.6% |
| Participation rate | 95.9% | 84.0%+12.0pp | 87.5%+8.4pp | 67.9%+28.0pp |
| Annual return | -17.06% | -10.12%-6.9pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,717 | $4,471-16.9% | $6,166-39.7% | $2,596+43.2% |
| Participant deferral / active EE | $8,319 | $6,527+27.5% | $8,363-0.5% | $4,027+106.6% |
| Admin fee / account holder | $3,553 | $7,719-54.0% | $11,616-69.4% | $5,403-34.2% |