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 | $89,839 | $110,094-18.4% | $151,611-40.7% | $68,494+31.2% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -12.20% | -10.12%-2.1pp | 3.33%-15.5pp | -7.84%-4.4pp |
| Employer contribution / active EE | $5,583 | $4,471+24.9% | $6,166-9.5% | $2,596+115.0% |
| Participant deferral / active EE | $3,824 | $6,527-41.4% | $8,363-54.3% | $4,027-5.1% |
| Admin fee / account holder | $5,949 | $7,719-22.9% | $11,616-48.8% | $5,403+10.1% |