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 | $96,949 | $81,900+18.4% | $119,609-18.9% | $68,494+41.5% |
| Participation rate | 83.6% | 71.9%+11.7pp | 79.3%+4.3pp | 67.9%+15.7pp |
| Annual return | -13.73% | -23.82%+10.1pp | -14.97%+1.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,467 | $2,693+65.8% | $4,232+5.6% | $2,596+72.0% |
| Participant deferral / active EE | $5,370 | $4,148+29.5% | $5,602-4.1% | $4,027+33.3% |
| Admin fee / account holder | $26,862 | $6,582+308.1% | $10,323+160.2% | $5,403+397.2% |