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 6-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 | $112,446 | $81,900+37.3% | $119,609-6.0% | $68,494+64.2% |
| Participation rate | 76.0% | 71.9%+4.1pp | 79.3%-3.3pp | 67.9%+8.1pp |
| Annual return | -13.83% | -23.82%+10.0pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,386 | $2,693-11.4% | $4,232-43.6% | $2,596-8.1% |
| Participant deferral / active EE | $5,629 | $4,148+35.7% | $5,602+0.5% | $4,027+39.8% |
| Admin fee / account holder | $1,733 | $6,582-73.7% | $10,323-83.2% | $5,403-67.9% |