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 | $122,718 | $81,900+49.8% | $119,609+2.6% | $68,494+79.2% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -17.95% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,146 | $2,693+16.8% | $4,232-25.7% | $2,596+21.2% |
| Participant deferral / active EE | $8,750 | $4,148+111.0% | $5,602+56.2% | $4,027+117.3% |
| Admin fee / account holder | $3,058 | $6,582-53.5% | $10,323-70.4% | $5,403-43.4% |