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 | $62,148 | $81,900-24.1% | $119,609-48.0% | $68,494-9.3% |
| Participation rate | 73.9% | 71.9%+2.0pp | 79.3%-5.3pp | 67.9%+6.0pp |
| Annual return | -17.56% | -23.82%+6.3pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,713 | $2,693-36.4% | $4,232-59.5% | $2,596-34.0% |
| Participant deferral / active EE | $4,507 | $4,148+8.7% | $5,602-19.6% | $4,027+11.9% |
| Admin fee / account holder | $942 | $6,582-85.7% | $10,323-90.9% | $5,403-82.6% |