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 | $133,594 | $81,900+63.1% | $119,609+11.7% | $68,494+95.0% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -15.26% | -23.82%+8.6pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,786 | $2,693-33.7% | $4,232-57.8% | $2,596-31.2% |
| Participant deferral / active EE | $6,243 | $4,148+50.5% | $5,602+11.4% | $4,027+55.0% |
| Admin fee / account holder | $1,249 | $6,582-81.0% | $10,323-87.9% | $5,403-76.9% |