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 | $61,320 | $79,633-23.0% | $93,789-34.6% | $68,494-10.5% |
| Participation rate | 96.2% | 75.4%+20.8pp | 81.0%+15.2pp | 67.9%+28.3pp |
| Annual return | -17.58% | -0.10%-17.5pp | -11.33%-6.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,830 | $3,665-50.1% | $4,323-57.7% | $2,596-29.5% |
| Participant deferral / active EE | $4,967 | $5,158-3.7% | $6,094-18.5% | $4,027+23.3% |
| Admin fee / account holder | $4,451 | $6,871-35.2% | $7,195-38.1% | $5,403-17.6% |