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 | $77,018 | $73,004+5.5% | $90,749-15.1% | $68,494+12.4% |
| Participation rate | 83.0% | 70.8%+12.1pp | 75.7%+7.3pp | 67.9%+15.1pp |
| Annual return | -15.48% | -13.81%-1.7pp | -12.16%-3.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,633 | $2,193+156.9% | $2,921+92.9% | $2,596+117.0% |
| Participant deferral / active EE | $4,244 | $3,627+17.0% | $4,564-7.0% | $4,027+5.4% |
| Admin fee / account holder | $1,817 | $5,896-69.2% | $8,445-78.5% | $5,403-66.4% |