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 | $61,687 | $64,707-4.7% | $112,228-45.0% | $68,494-9.9% |
| Participation rate | 78.3% | 67.2%+11.2pp | 75.1%+3.3pp | 67.9%+10.4pp |
| Annual return | -11.25% | -11.40%+0.2pp | 27.45%-38.7pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,823 | $2,746-33.6% | $3,635-49.8% | $2,596-29.8% |
| Participant deferral / active EE | $6,327 | $3,565+77.5% | $4,728+33.8% | $4,027+57.1% |
| Admin fee / account holder | $1,075 | $5,232-79.4% | $6,410-83.2% | $5,403-80.1% |