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 | $108,551 | $73,004+48.7% | $90,749+19.6% | $68,494+58.5% |
| Participation rate | 83.3% | 70.8%+12.5pp | 75.7%+7.6pp | 67.9%+15.4pp |
| Annual return | -14.85% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,250 | $2,193-43.0% | $2,921-57.2% | $2,596-51.9% |
| Participant deferral / active EE | $3,254 | $3,627-10.3% | $4,564-28.7% | $4,027-19.2% |
| Admin fee / account holder | $4,214 | $5,896-28.5% | $8,445-50.1% | $5,403-22.0% |