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 | $71,764 | $81,900-12.4% | $119,609-40.0% | $68,494+4.8% |
| Participation rate | 80.2% | 71.9%+8.3pp | 79.3%+0.9pp | 67.9%+12.3pp |
| Annual return | -14.54% | -23.82%+9.3pp | -14.97%+0.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,733 | $2,693-35.7% | $4,232-59.0% | $2,596-33.3% |
| Participant deferral / active EE | $5,492 | $4,148+32.4% | $5,602-2.0% | $4,027+36.4% |
| Admin fee / account holder | $2,533 | $6,582-61.5% | $10,323-75.5% | $5,403-53.1% |