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 | $139,850 | $81,900+70.8% | $119,609+16.9% | $68,494+104.2% |
| Participation rate | 79.4% | 71.9%+7.5pp | 79.3%+0.2pp | 67.9%+11.5pp |
| Annual return | -10.14% | -23.82%+13.7pp | -14.97%+4.8pp | -7.84%-2.3pp |
| Employer contribution / active EE | $1,889 | $2,693-29.9% | $4,232-55.4% | $2,596-27.3% |
| Participant deferral / active EE | $4,694 | $4,148+13.2% | $5,602-16.2% | $4,027+16.6% |
| Admin fee / account holder | $637 | $6,582-90.3% | $10,323-93.8% | $5,403-88.2% |