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 | $95,862 | $73,004+31.3% | $90,749+5.6% | $68,494+40.0% |
| Participation rate | 75.5% | 70.8%+4.7pp | 75.7%-0.2pp | 67.9%+7.6pp |
| Annual return | -17.33% | -13.81%-3.5pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,560 | $2,193-28.8% | $2,921-46.6% | $2,596-39.9% |
| Participant deferral / active EE | $3,318 | $3,627-8.5% | $4,564-27.3% | $4,027-17.6% |
| Admin fee / account holder | $5,587 | $5,896-5.2% | $8,445-33.8% | $5,403+3.4% |