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 | $71,983 | $71,883+0.1% | $86,677-17.0% | $68,494+5.1% |
| Participation rate | 78.1% | 72.2%+5.9pp | 76.6%+1.5pp | 67.9%+10.2pp |
| Annual return | -7.81% | 3.52%-11.3pp | 35.91%-43.7pp | -7.84%0pp |
| Employer contribution / active EE | $1,790 | $2,173-17.6% | $2,836-36.9% | $2,596-31.0% |
| Participant deferral / active EE | $3,215 | $3,779-14.9% | $4,656-30.9% | $4,027-20.2% |
| Admin fee / account holder | $7,805 | $6,112+27.7% | $7,493+4.2% | $5,403+44.5% |