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 | $72,896 | $71,883+1.4% | $86,677-15.9% | $68,494+6.4% |
| Participation rate | 76.7% | 72.2%+4.5pp | 76.6%+0.1pp | 67.9%+8.8pp |
| Annual return | -14.61% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,880 | $2,173-13.5% | $2,836-33.7% | $2,596-27.6% |
| Participant deferral / active EE | $3,604 | $3,779-4.6% | $4,656-22.6% | $4,027-10.5% |
| Admin fee / account holder | $2,713 | $6,112-55.6% | $7,493-63.8% | $5,403-49.8% |