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 | $107,682 | $81,900+31.5% | $119,609-10.0% | $68,494+57.2% |
| Participation rate | 81.0% | 71.9%+9.1pp | 79.3%+1.7pp | 67.9%+13.1pp |
| Annual return | -14.82% | -23.82%+9.0pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,003 | $2,693-25.6% | $4,232-52.7% | $2,596-22.8% |
| Participant deferral / active EE | $4,374 | $4,148+5.5% | $5,602-21.9% | $4,027+8.6% |
| Admin fee / account holder | $22,162 | $6,582+236.7% | $10,323+114.7% | $5,403+310.2% |