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 | $106,131 | $64,707+64.0% | $112,228-5.4% | $68,494+54.9% |
| Participation rate | 98.3% | 67.2%+31.2pp | 75.1%+23.2pp | 67.9%+30.4pp |
| Annual return | -16.01% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $10,031 | $2,746+265.3% | $3,635+176.0% | $2,596+286.4% |
| Participant deferral / active EE | $5,809 | $3,565+63.0% | $4,728+22.9% | $4,027+44.3% |
| Admin fee / account holder | $6,705 | $5,232+28.1% | $6,410+4.6% | $5,403+24.1% |