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 | $110,760 | $73,867+49.9% | $143,757-23.0% | $68,494+61.7% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -12.70% | 1.01%-13.7pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,435 | $3,184+7.9% | $4,951-30.6% | $2,596+32.3% |
| Participant deferral / active EE | $4,370 | $3,384+29.1% | $5,637-22.5% | $4,027+8.5% |
| Admin fee / account holder | $8,586 | $5,755+49.2% | $14,673-41.5% | $5,403+58.9% |