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 | $83,509 | $59,805+39.6% | $79,550+5.0% | $68,494+21.9% |
| Participation rate | 88.1% | 61.1%+27.0pp | 69.5%+18.6pp | 67.9%+20.2pp |
| Annual return | -12.24% | -12.30%+0.1pp | 0.16%-12.4pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,119 | $1,505-25.6% | $2,413-53.6% | $2,596-56.9% |
| Participant deferral / active EE | $3,221 | $3,024+6.5% | $3,985-19.2% | $4,027-20.0% |
| Admin fee / account holder | $5,766 | $4,835+19.3% | $6,832-15.6% | $5,403+6.7% |