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 | $60,834 | $59,805+1.7% | $79,550-23.5% | $68,494-11.2% |
| Participation rate | 80.2% | 61.1%+19.1pp | 69.5%+10.7pp | 67.9%+12.3pp |
| Annual return | -13.65% | -12.30%-1.4pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,327 | $1,505-11.8% | $2,413-45.0% | $2,596-48.9% |
| Participant deferral / active EE | $4,423 | $3,024+46.3% | $3,985+11.0% | $4,027+9.8% |
| Admin fee / account holder | $2,039 | $4,835-57.8% | $6,832-70.2% | $5,403-62.3% |