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 | $86,445 | $81,900+5.5% | $119,609-27.7% | $68,494+26.2% |
| Participation rate | 97.3% | 71.9%+25.4pp | 79.3%+18.0pp | 67.9%+29.4pp |
| Annual return | -18.03% | -23.82%+5.8pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,285 | $2,693+22.0% | $4,232-22.4% | $2,596+26.5% |
| Participant deferral / active EE | $2,858 | $4,148-31.1% | $5,602-49.0% | $4,027-29.0% |
| Admin fee / account holder | $26,712 | $6,582+305.8% | $10,323+158.7% | $5,403+394.4% |