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 | $122,209 | $81,900+49.2% | $119,609+2.2% | $68,494+78.4% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -17.71% | -23.82%+6.1pp | -14.97%-2.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,286 | $2,693+22.0% | $4,232-22.4% | $2,596+26.6% |
| Participant deferral / active EE | $4,930 | $4,148+18.9% | $5,602-12.0% | $4,027+22.4% |
| Admin fee / account holder | $1,175 | $6,582-82.1% | $10,323-88.6% | $5,403-78.3% |