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 | $73,504 | $73,004+0.7% | $90,749-19.0% | $68,494+7.3% |
| Participation rate | 86.6% | 70.8%+15.7pp | 75.7%+10.9pp | 67.9%+18.7pp |
| Annual return | -16.12% | -13.81%-2.3pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,622 | $2,193-26.0% | $2,921-44.5% | $2,596-37.5% |
| Participant deferral / active EE | $4,697 | $3,627+29.5% | $4,564+2.9% | $4,027+16.6% |
| Admin fee / account holder | $4,630 | $5,896-21.5% | $8,445-45.2% | $5,403-14.3% |