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 | $119,274 | $81,900+45.6% | $119,609-0.3% | $68,494+74.1% |
| Participation rate | 72.4% | 71.9%+0.5pp | 79.3%-6.8pp | 67.9%+4.5pp |
| Annual return | -16.91% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,903 | $2,693-29.3% | $4,232-55.0% | $2,596-26.7% |
| Participant deferral / active EE | $3,438 | $4,148-17.1% | $5,602-38.6% | $4,027-14.6% |
| Admin fee / account holder | $687 | $6,582-89.6% | $10,323-93.3% | $5,403-87.3% |