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 | $102,642 | $81,900+25.3% | $119,609-14.2% | $68,494+49.9% |
| Participation rate | 89.4% | 71.9%+17.5pp | 79.3%+10.1pp | 67.9%+21.5pp |
| Annual return | -18.38% | -23.82%+5.4pp | -14.97%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,348 | $2,693-49.9% | $4,232-68.1% | $2,596-48.1% |
| Participant deferral / active EE | $5,970 | $4,148+43.9% | $5,602+6.6% | $4,027+48.2% |
| Admin fee / account holder | $9,910 | $6,582+50.6% | $10,323-4.0% | $5,403+83.4% |