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 | $104,104 | $110,094-5.4% | $151,611-31.3% | $68,494+52.0% |
| Participation rate | 88.0% | 84.0%+4.0pp | 87.5%+0.5pp | 67.9%+20.1pp |
| Annual return | -15.94% | -10.12%-5.8pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,489 | $4,471-44.3% | $6,166-59.6% | $2,596-4.1% |
| Participant deferral / active EE | $5,434 | $6,527-16.8% | $8,363-35.0% | $4,027+34.9% |
| Admin fee / account holder | $1,569 | $7,719-79.7% | $11,616-86.5% | $5,403-71.0% |