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 | $116,025 | $81,900+41.7% | $119,609-3.0% | $68,494+69.4% |
| Participation rate | 85.1% | 71.9%+13.2pp | 79.3%+5.8pp | 67.9%+17.2pp |
| Annual return | -9.80% | -23.82%+14.0pp | -14.97%+5.2pp | -7.84%-2.0pp |
| Employer contribution / active EE | $2,609 | $2,693-3.1% | $4,232-38.3% | $2,596+0.5% |
| Participant deferral / active EE | $6,140 | $4,148+48.0% | $5,602+9.6% | $4,027+52.5% |
| Admin fee / account holder | $1,725 | $6,582-73.8% | $10,323-83.3% | $5,403-68.1% |