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 | $68,612 | $71,883-4.6% | $86,677-20.8% | $68,494+0.2% |
| Participation rate | 78.9% | 72.2%+6.7pp | 76.6%+2.4pp | 67.9%+11.1pp |
| Annual return | -13.56% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,494 | $2,173-31.2% | $2,836-47.3% | $2,596-42.4% |
| Participant deferral / active EE | $2,990 | $3,779-20.9% | $4,656-35.8% | $4,027-25.8% |
| Admin fee / account holder | $20,082 | $6,112+228.6% | $7,493+168.0% | $5,403+271.7% |