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 | $139,366 | $81,900+70.2% | $119,609+16.5% | $68,494+103.5% |
| Participation rate | 81.6% | 71.9%+9.7pp | 79.3%+2.4pp | 67.9%+13.7pp |
| Annual return | -18.23% | -23.82%+5.6pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,062 | $2,693-23.4% | $4,232-51.3% | $2,596-20.6% |
| Participant deferral / active EE | $5,016 | $4,148+20.9% | $5,602-10.5% | $4,027+24.6% |
| Admin fee / account holder | $3,316 | $6,582-49.6% | $10,323-67.9% | $5,403-38.6% |