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 | $70,411 | $64,707+8.8% | $112,228-37.3% | $68,494+2.8% |
| Participation rate | 76.0% | 67.2%+8.8pp | 75.1%+0.9pp | 67.9%+8.1pp |
| Annual return | -17.96% | -11.40%-6.6pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,338 | $2,746-14.9% | $3,635-35.7% | $2,596-10.0% |
| Participant deferral / active EE | $3,586 | $3,565+0.6% | $4,728-24.2% | $4,027-11.0% |
| Admin fee / account holder | $753 | $5,232-85.6% | $6,410-88.3% | $5,403-86.1% |