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 | $78,098 | $81,900-4.6% | $119,609-34.7% | $68,494+14.0% |
| Participation rate | 98.3% | 71.9%+26.4pp | 79.3%+19.0pp | 67.9%+30.4pp |
| Annual return | -17.85% | -23.82%+6.0pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,190 | $2,693-55.8% | $4,232-71.9% | $2,596-54.2% |
| Participant deferral / active EE | $4,823 | $4,148+16.3% | $5,602-13.9% | $4,027+19.8% |
| Admin fee / account holder | $5,391 | $6,582-18.1% | $10,323-47.8% | $5,403-0.2% |