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 | $97,013 | $73,004+32.9% | $90,749+6.9% | $68,494+41.6% |
| Participation rate | 97.8% | 70.8%+27.0pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | -9.11% | -13.81%+4.7pp | -12.16%+3.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $609 | $2,193-72.2% | $2,921-79.2% | $2,596-76.5% |
| Participant deferral / active EE | $4,230 | $3,627+16.6% | $4,564-7.3% | $4,027+5.0% |
| Admin fee / account holder | $2,896 | $5,896-50.9% | $8,445-65.7% | $5,403-46.4% |