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 | $112,197 | $81,900+37.0% | $119,609-6.2% | $68,494+63.8% |
| Participation rate | 87.3% | 71.9%+15.4pp | 79.3%+8.0pp | 67.9%+19.4pp |
| Annual return | -16.86% | -23.82%+7.0pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,476 | $2,693-8.1% | $4,232-41.5% | $2,596-4.6% |
| Participant deferral / active EE | $8,573 | $4,148+106.7% | $5,602+53.0% | $4,027+112.9% |
| Admin fee / account holder | $3,008 | $6,582-54.3% | $10,323-70.9% | $5,403-44.3% |