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 8-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 | $123,304 | $42,894+187.5% | $60,874+102.6% | $68,494+80.0% |
| Participation rate | 73.3% | 66.8%+6.5pp | 73.1%+0.2pp | 67.9%+5.4pp |
| Annual return | -13.60% | -13.98%+0.4pp | 16.90%-30.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,089 | $1,978-45.0% | $2,701-59.7% | $2,596-58.1% |
| Participant deferral / active EE | $6,253 | $2,867+118.1% | $3,817+63.8% | $4,027+55.3% |
| Admin fee / account holder | $4,637 | $3,101+49.5% | $3,224+43.8% | $5,403-14.2% |