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 | $62,864 | $42,894+46.6% | $60,874+3.3% | $68,494-8.2% |
| Participation rate | 84.0% | 66.8%+17.2pp | 73.1%+10.9pp | 67.9%+16.1pp |
| Annual return | -14.85% | -13.98%-0.9pp | 16.90%-31.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,879 | $1,978+96.1% | $2,701+43.6% | $2,596+49.4% |
| Participant deferral / active EE | $3,346 | $2,867+16.7% | $3,817-12.3% | $4,027-16.9% |
| Admin fee / account holder | $3,006 | $3,101-3.1% | $3,224-6.8% | $5,403-44.4% |