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 | $80,616 | $73,004+10.4% | $90,749-11.2% | $68,494+17.7% |
| Participation rate | 73.1% | 70.8%+2.3pp | 75.7%-2.6pp | 67.9%+5.2pp |
| Annual return | -13.67% | -13.81%+0.1pp | -12.16%-1.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,833 | $2,193-16.4% | $2,921-37.3% | $2,596-29.4% |
| Participant deferral / active EE | $3,637 | $3,627+0.3% | $4,564-20.3% | $4,027-9.7% |
| Admin fee / account holder | $1,587 | $5,896-73.1% | $8,445-81.2% | $5,403-70.6% |