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 | $81,045 | $81,900-1.0% | $119,609-32.2% | $68,494+18.3% |
| Participation rate | 70.2% | 71.9%-1.7pp | 79.3%-9.1pp | 67.9%+2.3pp |
| Annual return | -12.99% | -23.82%+10.8pp | -14.97%+2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $3,063 | $2,693+13.7% | $4,232-27.6% | $2,596+18.0% |
| Participant deferral / active EE | $3,719 | $4,148-10.3% | $5,602-33.6% | $4,027-7.7% |
| Admin fee / account holder | $2,000 | $6,582-69.6% | $10,323-80.6% | $5,403-63.0% |