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 | $87,172 | $110,094-20.8% | $151,611-42.5% | $68,494+27.3% |
| Participation rate | 88.0% | 84.0%+4.0pp | 87.5%+0.5pp | 67.9%+20.1pp |
| Annual return | -14.67% | -10.12%-4.6pp | 3.33%-18.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,842 | $4,471-36.4% | $6,166-53.9% | $2,596+9.5% |
| Participant deferral / active EE | $6,279 | $6,527-3.8% | $8,363-24.9% | $4,027+55.9% |
| Admin fee / account holder | $4,299 | $7,719-44.3% | $11,616-63.0% | $5,403-20.4% |