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 | $75,583 | $54,229+39.4% | $70,092+7.8% | $68,494+10.3% |
| Participation rate | 76.6% | 64.5%+12.1pp | 70.5%+6.1pp | 67.9%+8.7pp |
| Annual return | -16.40% | -13.87%-2.5pp | 190.73%-207.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,389 | $2,018+18.4% | $2,559-6.6% | $2,596-8.0% |
| Participant deferral / active EE | $5,355 | $2,956+81.2% | $3,849+39.1% | $4,027+33.0% |
| Admin fee / account holder | $2,726 | $4,694-41.9% | $6,267-56.5% | $5,403-49.6% |