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 | $143,873 | $81,900+75.7% | $119,609+20.3% | $68,494+110.1% |
| Participation rate | 87.0% | 71.9%+15.1pp | 79.3%+7.7pp | 67.9%+19.1pp |
| Annual return | -13.68% | -23.82%+10.1pp | -14.97%+1.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,507 | $2,693-6.9% | $4,232-40.8% | $2,596-3.4% |
| Participant deferral / active EE | $5,785 | $4,148+39.5% | $5,602+3.3% | $4,027+43.6% |
| Admin fee / account holder | $1,323 | $6,582-79.9% | $10,323-87.2% | $5,403-75.5% |