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 | $69,976 | $48,265+45.0% | $68,791+1.7% | $68,494+2.2% |
| Participation rate | 93.1% | 60.7%+32.4pp | 69.0%+24.1pp | 67.9%+25.2pp |
| Annual return | -14.06% | -12.71%-1.4pp | -6.38%-7.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,332 | $1,829+136.9% | $2,655+63.1% | $2,596+66.8% |
| Participant deferral / active EE | $5,172 | $2,867+80.4% | $3,941+31.2% | $4,027+28.4% |
| Admin fee / account holder | $3,924 | $4,355-9.9% | $4,932-20.4% | $5,403-27.4% |