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 | $106,643 | $105,860+0.7% | $90,749+17.5% | $134,475-20.7% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -17.25% | -11.01%-6.2pp | -12.16%-5.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,021 | $3,462-70.5% | $2,921-65.0% | $4,740-78.5% |
| Participant deferral / active EE | $3,768 | $5,216-27.7% | $4,564-17.4% | $6,400-41.1% |
| Admin fee / account holder | $4,531 | $13,938-67.5% | $8,445-46.3% | $11,426-60.3% |