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 | $83,758 | $81,900+2.3% | $119,609-30.0% | $68,494+22.3% |
| Participation rate | 91.9% | 71.9%+20.0pp | 79.3%+12.6pp | 67.9%+24.0pp |
| Annual return | -17.30% | -23.82%+6.5pp | -14.97%-2.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,893 | $2,693+81.7% | $4,232+15.6% | $2,596+88.4% |
| Participant deferral / active EE | $4,258 | $4,148+2.7% | $5,602-24.0% | $4,027+5.7% |
| Admin fee / account holder | $1,330 | $6,582-79.8% | $10,323-87.1% | $5,403-75.4% |