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 | $162,881 | $81,900+98.9% | $119,609+36.2% | $68,494+137.8% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -15.56% | -23.82%+8.3pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,565 | $2,693-4.8% | $4,232-39.4% | $2,596-1.2% |
| Participant deferral / active EE | $5,230 | $4,148+26.1% | $5,602-6.6% | $4,027+29.9% |
| Admin fee / account holder | $4,381 | $6,582-33.4% | $10,323-57.6% | $5,403-18.9% |