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 | $83,564 | $81,900+2.0% | $119,609-30.1% | $68,494+22.0% |
| Participation rate | 75.4% | 71.9%+3.5pp | 79.3%-3.8pp | 67.9%+7.5pp |
| Annual return | -17.79% | -23.82%+6.0pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $836 | $2,693-68.9% | $4,232-80.2% | $2,596-67.8% |
| Participant deferral / active EE | $5,220 | $4,148+25.9% | $5,602-6.8% | $4,027+29.6% |
| Admin fee / account holder | $16,621 | $6,582+152.5% | $10,323+61.0% | $5,403+207.6% |