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 | $95,079 | $81,900+16.1% | $119,609-20.5% | $68,494+38.8% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.3%+18.5pp | 67.9%+29.9pp |
| Annual return | -16.89% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,462 | $2,693-8.6% | $4,232-41.8% | $2,596-5.2% |
| Participant deferral / active EE | $6,631 | $4,148+59.9% | $5,602+18.4% | $4,027+64.7% |
| Admin fee / account holder | $11,368 | $6,582+72.7% | $10,323+10.1% | $5,403+110.4% |