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 | $95,743 | $81,900+16.9% | $119,609-20.0% | $68,494+39.8% |
| Participation rate | 78.9% | 71.9%+7.1pp | 79.3%-0.3pp | 67.9%+11.1pp |
| Annual return | -18.75% | -23.82%+5.1pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,921 | $2,693+8.4% | $4,232-31.0% | $2,596+12.5% |
| Participant deferral / active EE | $6,032 | $4,148+45.4% | $5,602+7.7% | $4,027+49.8% |
| Admin fee / account holder | $17,693 | $6,582+168.8% | $10,323+71.4% | $5,403+227.5% |