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 | $105,937 | $81,900+29.3% | $119,609-11.4% | $68,494+54.7% |
| Participation rate | 81.4% | 71.9%+9.5pp | 79.3%+2.1pp | 67.9%+13.5pp |
| Annual return | -16.01% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,137 | $2,693-57.8% | $4,232-73.1% | $2,596-56.2% |
| Participant deferral / active EE | $4,285 | $4,148+3.3% | $5,602-23.5% | $4,027+6.4% |
| Admin fee / account holder | $5,637 | $6,582-14.3% | $10,323-45.4% | $5,403+4.3% |