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 | $111,940 | $42,894+161.0% | $60,874+83.9% | $68,494+63.4% |
| Participation rate | 73.9% | 66.8%+7.1pp | 73.1%+0.8pp | 67.9%+6.0pp |
| Annual return | -10.22% | -13.98%+3.8pp | 16.90%-27.1pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,227 | $1,978-38.0% | $2,701-54.6% | $2,596-52.8% |
| Participant deferral / active EE | $5,742 | $2,867+100.3% | $3,817+50.4% | $4,027+42.6% |
| Admin fee / account holder | $9,835 | $3,101+217.2% | $3,224+205.0% | $5,403+82.0% |