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 | $78,017 | $59,805+30.5% | $79,550-1.9% | $68,494+13.9% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.5%+13.8pp | 67.9%+15.4pp |
| Annual return | -14.19% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,604 | $1,505+6.6% | $2,413-33.5% | $2,596-38.2% |
| Participant deferral / active EE | $3,546 | $3,024+17.2% | $3,985-11.0% | $4,027-12.0% |
| Admin fee / account holder | $2,499 | $4,835-48.3% | $6,832-63.4% | $5,403-53.7% |