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 | $108,031 | $72,404+49.2% | $110,238-2.0% | $64,186+68.3% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -4.21% | -6.29%+2.1pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,553 | $2,282+55.7% | $3,826-7.1% | $2,381+49.2% |
| Participant deferral / active EE | $2,896 | $3,469-16.5% | $4,672-38.0% | $3,470-16.5% |
| Admin fee / account holder | $1,766 | $5,664-68.8% | $8,547-79.3% | $4,888-63.9% |