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 | $115,830 | $81,900+41.4% | $119,609-3.2% | $68,494+69.1% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | -13.48% | -23.82%+10.3pp | -14.97%+1.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,033 | $2,693+12.6% | $4,232-28.3% | $2,596+16.8% |
| Participant deferral / active EE | $6,852 | $4,148+65.2% | $5,602+22.3% | $4,027+70.1% |
| Admin fee / account holder | $6,047 | $6,582-8.1% | $10,323-41.4% | $5,403+11.9% |