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 | $70,158 | $82,286-14.7% | $68,791+2.0% | $134,475-47.8% |
| Participation rate | 81.8% | 75.1%+6.8pp | 69.0%+12.8pp | 81.2%+0.6pp |
| Annual return | -14.32% | -2.19%-12.1pp | -6.38%-7.9pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,897 | $3,301-42.5% | $2,655-28.6% | $4,740-60.0% |
| Participant deferral / active EE | $4,740 | $4,7390% | $3,941+20.3% | $6,400-25.9% |
| Admin fee / account holder | $7,338 | $6,481+13.2% | $4,932+48.8% | $11,426-35.8% |