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 | $100,247 | $81,900+22.4% | $119,609-16.2% | $68,494+46.4% |
| Participation rate | 77.1% | 71.9%+5.3pp | 79.3%-2.1pp | 67.9%+9.3pp |
| Annual return | -13.64% | -23.82%+10.2pp | -14.97%+1.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,632 | $2,693-39.4% | $4,232-61.4% | $2,596-37.1% |
| Participant deferral / active EE | $5,373 | $4,148+29.6% | $5,602-4.1% | $4,027+33.4% |
| Admin fee / account holder | $7,758 | $6,582+17.9% | $10,323-24.9% | $5,403+43.6% |