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 | $64,276 | $53,806+19.5% | $61,491+4.5% | $68,494-6.2% |
| Participation rate | 94.0% | 72.5%+21.6pp | 79.3%+14.7pp | 67.9%+26.1pp |
| Annual return | -8.55% | -15.68%+7.1pp | -12.98%+4.4pp | -7.84%-0.7pp |
| Employer contribution / active EE | $3,135 | $3,218-2.6% | $4,246-26.2% | $2,596+20.7% |
| Participant deferral / active EE | $3,156 | $3,678-14.2% | $5,188-39.2% | $4,027-21.6% |
| Admin fee / account holder | $4,496 | $5,999-25.0% | $4,312+4.3% | $5,403-16.8% |