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 | $111,338 | $53,806+106.9% | $61,491+81.1% | $68,494+62.6% |
| Participation rate | 90.6% | 72.5%+18.2pp | 79.3%+11.3pp | 67.9%+22.7pp |
| Annual return | -13.96% | -15.68%+1.7pp | -12.98%-1.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,250 | $3,218+1.0% | $4,246-23.4% | $2,596+25.2% |
| Participant deferral / active EE | $3,405 | $3,678-7.4% | $5,188-34.4% | $4,027-15.5% |
| Admin fee / account holder | $4,784 | $5,999-20.3% | $4,312+10.9% | $5,403-11.5% |