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 | $117,346 | $81,900+43.3% | $119,609-1.9% | $68,494+71.3% |
| Participation rate | 84.4% | 71.9%+12.5pp | 79.3%+5.1pp | 67.9%+16.5pp |
| Annual return | -17.05% | -23.82%+6.8pp | -14.97%-2.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,971 | $2,693-26.8% | $4,232-53.4% | $2,596-24.1% |
| Participant deferral / active EE | $4,085 | $4,148-1.5% | $5,602-27.1% | $4,027+1.4% |
| Admin fee / account holder | $1,218 | $6,582-81.5% | $10,323-88.2% | $5,403-77.5% |