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 | $88,271 | $81,900+7.8% | $119,609-26.2% | $68,494+28.9% |
| Participation rate | 76.6% | 71.9%+4.7pp | 79.3%-2.6pp | 67.9%+8.7pp |
| Annual return | -14.26% | -23.82%+9.6pp | -14.97%+0.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,685 | $2,693-37.5% | $4,232-60.2% | $2,596-35.1% |
| Participant deferral / active EE | $8,847 | $4,148+113.3% | $5,602+57.9% | $4,027+119.7% |
| Admin fee / account holder | $2,215 | $6,582-66.3% | $10,323-78.5% | $5,403-59.0% |