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 | $78,535 | $81,900-4.1% | $119,609-34.3% | $68,494+14.7% |
| Participation rate | 87.0% | 71.9%+15.1pp | 79.3%+7.7pp | 67.9%+19.1pp |
| Annual return | -10.74% | -23.82%+13.1pp | -14.97%+4.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $5,956 | $2,693+121.1% | $4,232+40.7% | $2,596+129.4% |
| Participant deferral / active EE | $3,277 | $4,148-21.0% | $5,602-41.5% | $4,027-18.6% |
| Admin fee / account holder | $2,329 | $6,582-64.6% | $10,323-77.4% | $5,403-56.9% |