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 | $71,653 | $77,813-7.9% | $123,544-42.0% | $64,186+11.6% |
| Participation rate | 77.1% | 74.7%+2.4pp | 82.3%-5.2pp | 69.6%+7.5pp |
| Annual return | -7.26% | 12.48%-19.7pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,056 | $3,014-31.8% | $4,628-55.6% | $2,381-13.6% |
| Participant deferral / active EE | $3,360 | $5,240-35.9% | $6,426-47.7% | $3,470-3.1% |
| Admin fee / account holder | $1,074 | $5,519-80.5% | $9,284-88.4% | $4,888-78.0% |