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 | $108,651 | $110,094-1.3% | $151,611-28.3% | $68,494+58.6% |
| Participation rate | 97.9% | 84.0%+13.9pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -15.41% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,638 | $4,471-41.0% | $6,166-57.2% | $2,596+1.6% |
| Participant deferral / active EE | $3,425 | $6,527-47.5% | $8,363-59.0% | $4,027-15.0% |
| Admin fee / account holder | $3,387 | $7,719-56.1% | $11,616-70.8% | $5,403-37.3% |