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 | $101,403 | $73,004+38.9% | $90,749+11.7% | $68,494+48.0% |
| Participation rate | 82.9% | 70.8%+12.0pp | 75.7%+7.2pp | 67.9%+15.0pp |
| Annual return | -17.29% | -13.81%-3.5pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,234 | $2,193-43.7% | $2,921-57.8% | $2,596-52.5% |
| Participant deferral / active EE | $3,968 | $3,627+9.4% | $4,564-13.1% | $4,027-1.5% |
| Admin fee / account holder | $4,816 | $5,896-18.3% | $8,445-43.0% | $5,403-10.9% |