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 | $117,144 | $81,900+43.0% | $119,609-2.1% | $68,494+71.0% |
| Participation rate | 88.0% | 71.9%+16.1pp | 79.3%+8.7pp | 67.9%+20.1pp |
| Annual return | -15.57% | -23.82%+8.3pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,514 | $2,693+67.6% | $4,232+6.7% | $2,596+73.9% |
| Participant deferral / active EE | $8,873 | $4,148+113.9% | $5,602+58.4% | $4,027+120.3% |
| Admin fee / account holder | $26,029 | $6,582+295.5% | $10,323+152.1% | $5,403+381.8% |