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 | $104,908 | $81,900+28.1% | $119,609-12.3% | $68,494+53.2% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -14.14% | -23.82%+9.7pp | -14.97%+0.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,396 | $2,693+26.1% | $4,232-19.8% | $2,596+30.8% |
| Participant deferral / active EE | $4,942 | $4,148+19.1% | $5,602-11.8% | $4,027+22.7% |
| Admin fee / account holder | $9,788 | $6,582+48.7% | $10,323-5.2% | $5,403+81.2% |