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 | $127,698 | $127,100+0.5% | $105,738+20.8% | $135,375-5.7% |
| Participation rate | 94.7% | 82.7%+12.0pp | 76.3%+18.4pp | 82.6%+12.1pp |
| Annual return | -6.10% | 4.49%-10.6pp | 6.27%-12.4pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,158 | $4,107-71.8% | $3,268-64.6% | $4,779-75.8% |
| Participant deferral / active EE | $3,318 | $5,064-34.5% | $4,080-18.7% | $5,609-40.8% |
| Admin fee / account holder | $2,441 | $9,087-73.1% | $6,913-64.7% | $10,827-77.5% |