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 | $127,705 | $81,900+55.9% | $119,609+6.8% | $68,494+86.4% |
| Participation rate | 77.6% | 71.9%+5.7pp | 79.3%-1.7pp | 67.9%+9.7pp |
| Annual return | -16.05% | -23.82%+7.8pp | -14.97%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,289 | $2,693+22.1% | $4,232-22.3% | $2,596+26.7% |
| Participant deferral / active EE | $6,617 | $4,148+59.5% | $5,602+18.1% | $4,027+64.3% |
| Admin fee / account holder | $13,997 | $6,582+112.7% | $10,323+35.6% | $5,403+159.1% |