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 | $80,391 | $42,894+87.4% | $60,874+32.1% | $68,494+17.4% |
| Participation rate | 73.8% | 66.8%+7.1pp | 73.1%+0.7pp | 67.9%+6.0pp |
| Annual return | -16.10% | -13.98%-2.1pp | 16.90%-33.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,128 | $2,867+9.1% | $3,817-18.0% | $4,027-22.3% |
| Admin fee / account holder | $2,552 | $3,101-17.7% | $3,224-20.8% | $5,403-52.8% |