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 | $104,664 | $73,004+43.4% | $90,749+15.3% | $68,494+52.8% |
| Participation rate | 92.8% | 70.8%+21.9pp | 75.7%+17.1pp | 67.9%+24.9pp |
| Annual return | -16.03% | -13.81%-2.2pp | -12.16%-3.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,246 | $2,193+2.4% | $2,921-23.1% | $2,596-13.5% |
| Participant deferral / active EE | $5,336 | $3,627+47.1% | $4,564+16.9% | $4,027+32.5% |
| Admin fee / account holder | $57,088 | $5,896+868.3% | $8,445+576.0% | $5,403+956.7% |