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 | $81,642 | $81,900-0.3% | $119,609-31.7% | $68,494+19.2% |
| Participation rate | 77.4% | 71.9%+5.5pp | 79.3%-1.8pp | 67.9%+9.5pp |
| Annual return | -13.50% | -23.82%+10.3pp | -14.97%+1.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,398 | $2,693-11.0% | $4,232-43.3% | $2,596-7.6% |
| Participant deferral / active EE | $5,740 | $4,148+38.4% | $5,602+2.5% | $4,027+42.5% |
| Admin fee / account holder | $29,507 | $6,582+348.3% | $10,323+185.8% | $5,403+446.1% |