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 | $121,358 | $110,094+10.2% | $151,611-20.0% | $68,494+77.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -15.39% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,985 | $4,471-33.2% | $6,166-51.6% | $2,596+15.0% |
| Participant deferral / active EE | $6,790 | $6,527+4.0% | $8,363-18.8% | $4,027+68.6% |
| Admin fee / account holder | $12,018 | $7,719+55.7% | $11,616+3.5% | $5,403+122.4% |