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 | $92,246 | $81,900+12.6% | $119,609-22.9% | $68,494+34.7% |
| Participation rate | 75.3% | 71.9%+3.4pp | 79.3%-3.9pp | 67.9%+7.5pp |
| Annual return | -17.41% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,223 | $2,693-54.6% | $4,232-71.1% | $2,596-52.9% |
| Participant deferral / active EE | $3,781 | $4,148-8.8% | $5,602-32.5% | $4,027-6.1% |
| Admin fee / account holder | $5,520 | $6,582-16.1% | $10,323-46.5% | $5,403+2.2% |