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 | $119,718 | $81,900+46.2% | $119,609+0.1% | $68,494+74.8% |
| Participation rate | 83.6% | 71.9%+11.7pp | 79.3%+4.3pp | 67.9%+15.7pp |
| Annual return | -13.79% | -23.82%+10.0pp | -14.97%+1.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,349 | $4,148+4.9% | $5,602-22.4% | $4,027+8.0% |
| Admin fee / account holder | $5,634 | $6,582-14.4% | $10,323-45.4% | $5,403+4.3% |