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 | $80,887 | $81,900-1.2% | $119,609-32.4% | $68,494+18.1% |
| Participation rate | 81.4% | 71.9%+9.5pp | 79.3%+2.1pp | 67.9%+13.5pp |
| Annual return | -12.75% | -23.82%+11.1pp | -14.97%+2.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,469 | $2,693-8.3% | $4,232-41.7% | $2,596-4.9% |
| Participant deferral / active EE | $4,776 | $4,148+15.2% | $5,602-14.7% | $4,027+18.6% |
| Admin fee / account holder | $14,818 | $6,582+125.1% | $10,323+43.5% | $5,403+174.3% |