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 | $80,500 | $73,004+10.3% | $90,749-11.3% | $68,494+17.5% |
| Participation rate | 86.0% | 70.8%+15.1pp | 75.7%+10.3pp | 67.9%+18.1pp |
| Annual return | -18.27% | -13.81%-4.5pp | -12.16%-6.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,789 | $2,193+27.2% | $2,921-4.5% | $2,596+7.4% |
| Participant deferral / active EE | $5,682 | $3,627+56.7% | $4,564+24.5% | $4,027+41.1% |
| Admin fee / account holder | $3,144 | $5,896-46.7% | $8,445-62.8% | $5,403-41.8% |