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 | $110,360 | $81,900+34.7% | $119,609-7.7% | $68,494+61.1% |
| Participation rate | 79.4% | 71.9%+7.5pp | 79.3%+0.2pp | 67.9%+11.5pp |
| Annual return | -16.11% | -23.82%+7.7pp | -14.97%-1.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,224 | $2,693+19.7% | $4,232-23.8% | $2,596+24.2% |
| Participant deferral / active EE | $7,454 | $4,148+79.7% | $5,602+33.1% | $4,027+85.1% |
| Admin fee / account holder | $32,970 | $6,582+400.9% | $10,323+219.4% | $5,403+510.2% |