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 | $83,759 | $71,883+16.5% | $86,677-3.4% | $68,494+22.3% |
| Participation rate | 85.5% | 72.2%+13.3pp | 76.6%+9.0pp | 67.9%+17.6pp |
| Annual return | -15.79% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,476 | $2,173-32.1% | $2,836-48.0% | $2,596-43.2% |
| Participant deferral / active EE | $4,097 | $3,779+8.4% | $4,656-12.0% | $4,027+1.7% |
| Admin fee / account holder | $1,783 | $6,112-70.8% | $7,493-76.2% | $5,403-67.0% |