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 | $85,832 | $81,900+4.8% | $119,609-28.2% | $68,494+25.3% |
| Participation rate | 76.4% | 71.9%+4.5pp | 79.3%-2.9pp | 67.9%+8.5pp |
| Annual return | -17.47% | -23.82%+6.3pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,121 | $2,693-58.4% | $4,232-73.5% | $2,596-56.8% |
| Participant deferral / active EE | $3,193 | $4,148-23.0% | $5,602-43.0% | $4,027-20.7% |
| Admin fee / account holder | $2,289 | $6,582-65.2% | $10,323-77.8% | $5,403-57.6% |