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 | $105,408 | $72,404+45.6% | $110,238-4.4% | $64,186+64.2% |
| Participation rate | 86.5% | 73.3%+13.2pp | 79.8%+6.7pp | 69.6%+17.0pp |
| Annual return | -4.82% | -6.29%+1.5pp | 314.74%-319.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,615 | $2,282-29.2% | $3,826-57.8% | $2,381-32.2% |
| Participant deferral / active EE | $3,967 | $3,469+14.4% | $4,672-15.1% | $3,470+14.3% |
| Admin fee / account holder | $6,864 | $5,664+21.2% | $8,547-19.7% | $4,888+40.4% |