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 | $95,434 | $90,519+5.4% | $93,789+1.8% | $134,475-29.0% |
| Participation rate | 93.8% | 82.0%+11.8pp | 81.0%+12.8pp | 81.2%+12.5pp |
| Annual return | -8.66% | -15.72%+7.1pp | -11.33%+2.7pp | 417.96%-426.6pp |
| Employer contribution / active EE | $4,819 | $4,343+11.0% | $4,323+11.5% | $4,740+1.7% |
| Participant deferral / active EE | $2,541 | $5,978-57.5% | $6,094-58.3% | $6,400-60.3% |
| Admin fee / account holder | $8,588 | $9,252-7.2% | $7,195+19.4% | $11,426-24.8% |