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 | $151,983 | $81,900+85.6% | $119,609+27.1% | $68,494+121.9% |
| Participation rate | 85.1% | 71.9%+13.2pp | 79.3%+5.8pp | 67.9%+17.2pp |
| Annual return | -7.40% | -23.82%+16.4pp | -14.97%+7.6pp | -7.84%+0.4pp |
| Employer contribution / active EE | $2,332 | $2,693-13.4% | $4,232-44.9% | $2,596-10.2% |
| Participant deferral / active EE | $3,553 | $4,148-14.3% | $5,602-36.6% | $4,027-11.8% |
| Admin fee / account holder | $3,470 | $6,582-47.3% | $10,323-66.4% | $5,403-35.8% |