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 | $100,414 | $81,900+22.6% | $119,609-16.0% | $68,494+46.6% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | -9.05% | -23.82%+14.8pp | -14.97%+5.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $2,063 | $2,693-23.4% | $4,232-51.2% | $2,596-20.5% |
| Participant deferral / active EE | $3,801 | $4,148-8.4% | $5,602-32.2% | $4,027-5.6% |
| Admin fee / account holder | $4,255 | $6,582-35.4% | $10,323-58.8% | $5,403-21.2% |