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 | $123,743 | $81,900+51.1% | $119,609+3.5% | $68,494+80.7% |
| Participation rate | 93.1% | 71.9%+21.2pp | 79.3%+13.8pp | 67.9%+25.2pp |
| Annual return | -16.99% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,143 | $2,693+16.7% | $4,232-25.7% | $2,596+21.1% |
| Participant deferral / active EE | $4,791 | $4,148+15.5% | $5,602-14.5% | $4,027+19.0% |
| Admin fee / account holder | $12,969 | $6,582+97.0% | $10,323+25.6% | $5,403+140.0% |