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 | $94,662 | $73,004+29.7% | $90,749+4.3% | $68,494+38.2% |
| Participation rate | 76.6% | 70.8%+5.8pp | 75.7%+0.9pp | 67.9%+8.7pp |
| Annual return | -16.40% | -13.81%-2.6pp | -12.16%-4.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,789 | $2,193+27.2% | $2,921-4.5% | $2,596+7.4% |
| Participant deferral / active EE | $4,209 | $3,627+16.1% | $4,564-7.8% | $4,027+4.5% |
| Admin fee / account holder | $3,966 | $5,896-32.7% | $8,445-53.0% | $5,403-26.6% |