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 | $101,835 | $56,357+80.7% | $104,294-2.4% | $68,494+48.7% |
| Participation rate | 82.9% | 63.3%+19.7pp | 73.3%+9.7pp | 67.9%+15.0pp |
| Annual return | -15.47% | -9.19%-6.3pp | 24.61%-40.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,264 | $1,960+15.5% | $3,372-32.9% | $2,596-12.8% |
| Participant deferral / active EE | $3,119 | $3,077+1.4% | $4,625-32.6% | $4,027-22.5% |
| Admin fee / account holder | $8,491 | $4,903+73.2% | $7,339+15.7% | $5,403+57.2% |