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 | $103,922 | $110,094-5.6% | $151,611-31.5% | $68,494+51.7% |
| Participation rate | 92.4% | 84.0%+8.4pp | 87.5%+4.9pp | 67.9%+24.5pp |
| Annual return | -17.14% | -10.12%-7.0pp | 3.33%-20.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $5,071 | $4,471+13.4% | $6,166-17.8% | $2,596+95.3% |
| Participant deferral / active EE | $8,327 | $6,527+27.6% | $8,363-0.4% | $4,027+106.8% |
| Admin fee / account holder | $2,565 | $7,719-66.8% | $11,616-77.9% | $5,403-52.5% |