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 | $104,466 | $73,004+43.1% | $90,749+15.1% | $68,494+52.5% |
| Participation rate | 86.1% | 70.8%+15.3pp | 75.7%+10.4pp | 67.9%+18.2pp |
| Annual return | -12.83% | -13.81%+1.0pp | -12.16%-0.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,316 | $2,193+5.6% | $2,921-20.7% | $2,596-10.8% |
| Participant deferral / active EE | $5,682 | $3,627+56.7% | $4,564+24.5% | $4,027+41.1% |
| Admin fee / account holder | $4,396 | $5,896-25.4% | $8,445-47.9% | $5,403-18.6% |