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 | $86,503 | $81,900+5.6% | $119,609-27.7% | $68,494+26.3% |
| Participation rate | 93.5% | 71.9%+21.6pp | 79.3%+14.2pp | 67.9%+25.6pp |
| Annual return | -18.21% | -23.82%+5.6pp | -14.97%-3.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,914 | $2,693+8.2% | $4,232-31.2% | $2,596+12.2% |
| Participant deferral / active EE | $5,431 | $4,148+30.9% | $5,602-3.1% | $4,027+34.9% |
| Admin fee / account holder | $2,963 | $6,582-55.0% | $10,323-71.3% | $5,403-45.2% |