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 | $78,542 | $81,900-4.1% | $119,609-34.3% | $68,494+14.7% |
| Participation rate | 94.6% | 71.9%+22.7pp | 79.3%+15.3pp | 67.9%+26.7pp |
| Annual return | -16.43% | -23.82%+7.4pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,642 | $2,693-39.0% | $4,232-61.2% | $2,596-36.7% |
| Participant deferral / active EE | $4,944 | $4,148+19.2% | $5,602-11.7% | $4,027+22.8% |
| Admin fee / account holder | $952 | $6,582-85.5% | $10,323-90.8% | $5,403-82.4% |