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 | $84,423 | $72,404+16.6% | $110,238-23.4% | $64,186+31.5% |
| Participation rate | 91.4% | 73.3%+18.0pp | 79.8%+11.5pp | 69.6%+21.8pp |
| Annual return | -3.32% | -6.29%+3.0pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $869 | $2,282-61.9% | $3,826-77.3% | $2,381-63.5% |
| Participant deferral / active EE | $5,344 | $3,469+54.0% | $4,672+14.4% | $3,470+54.0% |
| Admin fee / account holder | $3,964 | $5,664-30.0% | $8,547-53.6% | $4,888-18.9% |