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 | $103,170 | $69,010+49.5% | $159,960-35.5% | $68,494+50.6% |
| Participation rate | 98.5% | 65.4%+33.1pp | 78.0%+20.6pp | 67.9%+30.6pp |
| Annual return | -16.12% | -9.65%-6.5pp | 408.60%-424.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,798 | $2,213+71.6% | $4,226-10.1% | $2,596+46.3% |
| Participant deferral / active EE | $9,779 | $4,212+132.2% | $6,182+58.2% | $4,027+142.8% |
| Admin fee / account holder | $3,544 | $4,798-26.1% | $8,698-59.3% | $5,403-34.4% |