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 | $106,288 | $81,900+29.8% | $119,609-11.1% | $68,494+55.2% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -15.77% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,198 | $2,693+55.9% | $4,232-0.8% | $2,596+61.7% |
| Participant deferral / active EE | $6,322 | $4,148+52.4% | $5,602+12.8% | $4,027+57.0% |
| Admin fee / account holder | $9,975 | $6,582+51.5% | $10,323-3.4% | $5,403+84.6% |