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 | $65,573 | $59,805+9.6% | $79,550-17.6% | $68,494-4.3% |
| Participation rate | 71.0% | 61.1%+9.9pp | 69.5%+1.5pp | 67.9%+3.1pp |
| Annual return | -19.04% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $393 | $1,505-73.9% | $2,413-83.7% | $2,596-84.9% |
| Participant deferral / active EE | $3,110 | $3,024+2.8% | $3,985-22.0% | $4,027-22.8% |
| Admin fee / account holder | $2,313 | $4,835-52.2% | $6,832-66.1% | $5,403-57.2% |