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 | $56,161 | $42,894+30.9% | $60,874-7.7% | $68,494-18.0% |
| Participation rate | 97.6% | 66.8%+30.8pp | 73.1%+24.5pp | 67.9%+29.7pp |
| Annual return | -14.64% | -13.98%-0.7pp | 16.90%-31.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,509 | $1,978-23.7% | $2,701-44.1% | $2,596-41.9% |
| Participant deferral / active EE | $4,555 | $2,867+58.9% | $3,817+19.4% | $4,027+13.1% |
| Admin fee / account holder | $2,837 | $3,101-8.5% | $3,224-12.0% | $5,403-47.5% |