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 | $108,742 | $72,404+50.2% | $110,238-1.4% | $64,186+69.4% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.6pp | 69.6%+24.9pp |
| Annual return | -2.02% | -6.29%+4.3pp | 314.74%-316.8pp | 7.63%-9.6pp |
| Employer contribution / active EE | $2,072 | $2,282-9.2% | $3,826-45.9% | $2,381-13.0% |
| Participant deferral / active EE | $3,829 | $3,469+10.4% | $4,672-18.0% | $3,470+10.4% |
| Admin fee / account holder | $4,087 | $5,664-27.8% | $8,547-52.2% | $4,888-16.4% |