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 | $78,603 | $48,265+62.9% | $68,791+14.3% | $68,494+14.8% |
| Participation rate | 86.7% | 60.7%+26.0pp | 69.0%+17.6pp | 67.9%+18.8pp |
| Annual return | -11.97% | -12.71%+0.7pp | -6.38%-5.6pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,631 | $1,829-10.8% | $2,655-38.6% | $2,596-37.2% |
| Participant deferral / active EE | $3,639 | $2,867+26.9% | $3,941-7.7% | $4,027-9.6% |
| Admin fee / account holder | $3,003 | $4,355-31.0% | $4,932-39.1% | $5,403-44.4% |