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 | $117,795 | $81,900+43.8% | $119,609-1.5% | $68,494+72.0% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -14.10% | -23.82%+9.7pp | -14.97%+0.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,152 | $2,693-20.1% | $4,232-49.2% | $2,596-17.1% |
| Participant deferral / active EE | $5,009 | $4,148+20.8% | $5,602-10.6% | $4,027+24.4% |
| Admin fee / account holder | $4,915 | $6,582-25.3% | $10,323-52.4% | $5,403-9.0% |