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 | $85,070 | $48,265+76.3% | $68,791+23.7% | $68,494+24.2% |
| Participation rate | 70.1% | 60.7%+9.5pp | 69.0%+1.1pp | 67.9%+2.3pp |
| Annual return | -11.51% | -12.71%+1.2pp | -6.38%-5.1pp | -7.84%-3.7pp |
| Employer contribution / active EE | $327 | $1,829-82.1% | $2,655-87.7% | $2,596-87.4% |
| Participant deferral / active EE | $5,780 | $2,867+101.6% | $3,941+46.6% | $4,027+43.5% |
| Admin fee / account holder | $18,659 | $4,355+328.4% | $4,932+278.3% | $5,403+245.4% |