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 | $101,554 | $64,707+56.9% | $112,228-9.5% | $68,494+48.3% |
| Participation rate | 86.2% | 67.2%+19.1pp | 75.1%+11.1pp | 67.9%+18.3pp |
| Annual return | -17.37% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,832 | $2,746+3.1% | $3,635-22.1% | $2,596+9.1% |
| Participant deferral / active EE | $3,093 | $3,565-13.2% | $4,728-34.6% | $4,027-23.2% |
| Admin fee / account holder | $1,692 | $5,232-67.7% | $6,410-73.6% | $5,403-68.7% |