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 5-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 | $63,318 | $73,867-14.3% | $143,757-56.0% | $68,494-7.6% |
| Participation rate | 80.6% | 66.7%+14.0pp | 80.3%+0.3pp | 67.9%+12.8pp |
| Annual return | -11.14% | 1.01%-12.2pp | -0.04%-11.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,464 | $3,184-54.0% | $4,951-70.4% | $2,596-43.6% |
| Participant deferral / active EE | $4,737 | $3,384+40.0% | $5,637-16.0% | $4,027+17.6% |
| Admin fee / account holder | $69,014 | $5,755+1099.3% | $14,673+370.4% | $5,403+1177.4% |