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 | $57,680 | $42,894+34.5% | $60,874-5.2% | $68,494-15.8% |
| Participation rate | 70.2% | 66.8%+3.4pp | 73.1%-2.9pp | 67.9%+2.3pp |
| Annual return | -14.91% | -13.98%-0.9pp | 16.90%-31.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,828 | $1,978+144.1% | $2,701+78.7% | $2,596+85.9% |
| Participant deferral / active EE | $2,519 | $2,867-12.1% | $3,817-34.0% | $4,027-37.5% |
| Admin fee / account holder | $34,504 | $3,101+1012.8% | $3,224+970.1% | $5,403+538.6% |