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 | $103,172 | $53,162+94.1% | $91,220+13.1% | $68,494+50.6% |
| Participation rate | 96.9% | 63.2%+33.7pp | 73.2%+23.7pp | 67.9%+29.0pp |
| Annual return | -16.55% | -3.14%-13.4pp | 114.01%-130.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,863 | $1,709+9.0% | $2,850-34.6% | $2,596-28.2% |
| Participant deferral / active EE | $3,977 | $2,974+33.7% | $4,234-6.1% | $4,027-1.3% |
| Admin fee / account holder | $2,917 | $4,493-35.1% | $5,420-46.2% | $5,403-46.0% |