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 | $89,147 | $81,900+8.8% | $119,609-25.5% | $68,494+30.2% |
| Participation rate | 91.7% | 71.9%+19.8pp | 79.3%+12.4pp | 67.9%+23.8pp |
| Annual return | -13.14% | -23.82%+10.7pp | -14.97%+1.8pp | -7.84%-5.3pp |
| Employer contribution / active EE | $4,664 | $2,693+73.1% | $4,232+10.2% | $2,596+79.6% |
| Participant deferral / active EE | $3,327 | $4,148-19.8% | $5,602-40.6% | $4,027-17.4% |
| Admin fee / account holder | $1,416 | $6,582-78.5% | $10,323-86.3% | $5,403-73.8% |