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 | $67,634 | $64,707+4.5% | $112,228-39.7% | $68,494-1.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.25% | -11.40%+1.2pp | 27.45%-37.7pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,856 | $2,746-32.4% | $3,635-48.9% | $2,596-28.5% |
| Participant deferral / active EE | $3,913 | $3,565+9.8% | $4,728-17.2% | $4,027-2.8% |
| Admin fee / account holder | $6,388 | $5,232+22.1% | $6,410-0.3% | $5,403+18.2% |