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 | $109,690 | $81,900+33.9% | $119,609-8.3% | $68,494+60.1% |
| Participation rate | 80.7% | 71.9%+8.8pp | 79.3%+1.4pp | 67.9%+12.8pp |
| Annual return | -13.87% | -23.82%+10.0pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,151 | $2,693-20.2% | $4,232-49.2% | $2,596-17.2% |
| Participant deferral / active EE | $5,135 | $4,148+23.8% | $5,602-8.3% | $4,027+27.5% |
| Admin fee / account holder | $1,358 | $6,582-79.4% | $10,323-86.8% | $5,403-74.9% |