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 | $78,662 | $110,094-28.5% | $151,611-48.1% | $68,494+14.8% |
| Participation rate | 97.7% | 84.0%+13.7pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -17.63% | -10.12%-7.5pp | 3.33%-21.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,502 | $4,471-44.0% | $6,166-59.4% | $2,596-3.6% |
| Participant deferral / active EE | $6,408 | $6,527-1.8% | $8,363-23.4% | $4,027+59.1% |
| Admin fee / account holder | $2,823 | $7,719-63.4% | $11,616-75.7% | $5,403-47.8% |