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 | $74,817 | $64,707+15.6% | $112,228-33.3% | $68,494+9.2% |
| Participation rate | 78.3% | 67.2%+11.2pp | 75.1%+3.3pp | 67.9%+10.4pp |
| Annual return | -16.65% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,810 | $2,746+2.3% | $3,635-22.7% | $2,596+8.2% |
| Participant deferral / active EE | $5,686 | $3,565+59.5% | $4,728+20.3% | $4,027+41.2% |
| Admin fee / account holder | $22,424 | $5,232+328.6% | $6,410+249.8% | $5,403+315.0% |