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 | $86,455 | $81,900+5.6% | $119,609-27.7% | $68,494+26.2% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | -15.03% | -23.82%+8.8pp | -14.97%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,512 | $2,693+30.4% | $4,232-17.0% | $2,596+35.3% |
| Participant deferral / active EE | $5,463 | $4,148+31.7% | $5,602-2.5% | $4,027+35.7% |
| Admin fee / account holder | $29,346 | $6,582+345.9% | $10,323+184.3% | $5,403+443.2% |