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 | $111,330 | $81,900+35.9% | $119,609-6.9% | $68,494+62.5% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -11.18% | -23.82%+12.6pp | -14.97%+3.8pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,670 | $2,693-38.0% | $4,232-60.5% | $2,596-35.7% |
| Participant deferral / active EE | $3,531 | $4,148-14.9% | $5,602-37.0% | $4,027-12.3% |
| Admin fee / account holder | $13,482 | $6,582+104.8% | $10,323+30.6% | $5,403+149.5% |