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 | $108,278 | $81,900+32.2% | $119,609-9.5% | $68,494+58.1% |
| Participation rate | 95.1% | 71.9%+23.2pp | 79.3%+15.9pp | 67.9%+27.2pp |
| Annual return | -17.35% | -23.82%+6.5pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,465 | $2,693-8.5% | $4,232-41.8% | $2,596-5.1% |
| Participant deferral / active EE | $4,357 | $4,148+5.1% | $5,602-22.2% | $4,027+8.2% |
| Admin fee / account holder | $1,183 | $6,582-82.0% | $10,323-88.5% | $5,403-78.1% |