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 | $74,537 | $56,357+32.3% | $104,294-28.5% | $68,494+8.8% |
| Participation rate | 70.4% | 63.3%+7.1pp | 73.3%-2.9pp | 67.9%+2.5pp |
| Annual return | -16.54% | -9.19%-7.4pp | 24.61%-41.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,158 | $1,960-40.9% | $3,372-65.7% | $2,596-55.4% |
| Participant deferral / active EE | $1,986 | $3,077-35.5% | $4,625-57.1% | $4,027-50.7% |
| Admin fee / account holder | $1,944 | $4,903-60.4% | $7,339-73.5% | $5,403-64.0% |