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 | $107,456 | $107,791-0.3% | $90,645+18.5% | $135,375-20.6% |
| Participation rate | 86.4% | 78.0%+8.3pp | 74.0%+12.3pp | 82.6%+3.7pp |
| Annual return | -6.59% | -0.90%-5.7pp | 1.88%-8.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,559 | $3,018-15.2% | $2,532+1.1% | $4,779-46.4% |
| Participant deferral / active EE | $4,889 | $3,872+26.3% | $3,425+42.8% | $5,609-12.8% |
| Admin fee / account holder | $2,212 | $5,930-62.7% | $4,994-55.7% | $10,827-79.6% |