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 | $63,020 | $81,900-23.1% | $119,609-47.3% | $68,494-8.0% |
| Participation rate | 85.2% | 71.9%+13.3pp | 79.3%+5.9pp | 67.9%+17.3pp |
| Annual return | -18.37% | -23.82%+5.4pp | -14.97%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,545 | $2,693+31.6% | $4,232-16.2% | $2,596+36.5% |
| Participant deferral / active EE | $7,280 | $4,148+75.5% | $5,602+29.9% | $4,027+80.8% |
| Admin fee / account holder | $2,058 | $6,582-68.7% | $10,323-80.1% | $5,403-61.9% |