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 | $69,058 | $71,883-3.9% | $86,677-20.3% | $68,494+0.8% |
| Participation rate | 82.9% | 72.2%+10.6pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -18.71% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,504 | $2,173-30.8% | $2,836-47.0% | $2,596-42.1% |
| Participant deferral / active EE | $3,795 | $3,779+0.4% | $4,656-18.5% | $4,027-5.8% |
| Admin fee / account holder | $2,527 | $6,112-58.6% | $7,493-66.3% | $5,403-53.2% |