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 | $84,358 | $81,900+3.0% | $119,609-29.5% | $68,494+23.2% |
| Participation rate | 88.5% | 71.9%+16.6pp | 79.3%+9.2pp | 67.9%+20.6pp |
| Annual return | -13.30% | -23.82%+10.5pp | -14.97%+1.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $7,585 | $2,693+181.6% | $4,232+79.2% | $2,596+192.2% |
| Participant deferral / active EE | $8,583 | $4,148+106.9% | $5,602+53.2% | $4,027+113.1% |
| Admin fee / account holder | $1,341 | $6,582-79.6% | $10,323-87.0% | $5,403-75.2% |