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 | $115,676 | $81,900+41.2% | $119,609-3.3% | $68,494+68.9% |
| Participation rate | 76.7% | 71.9%+4.8pp | 79.3%-2.6pp | 67.9%+8.8pp |
| Annual return | -17.38% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,536 | $2,693+68.4% | $4,232+7.2% | $2,596+74.7% |
| Participant deferral / active EE | $8,109 | $4,148+95.5% | $5,602+44.7% | $4,027+101.3% |
| Admin fee / account holder | $984 | $6,582-85.0% | $10,323-90.5% | $5,403-81.8% |