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 | $120,686 | $59,805+101.8% | $79,550+51.7% | $68,494+76.2% |
| Participation rate | 75.4% | 61.1%+14.4pp | 69.5%+6.0pp | 67.9%+7.6pp |
| Annual return | -15.37% | -12.30%-3.1pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,539 | $1,505+2.3% | $2,413-36.2% | $2,596-40.7% |
| Participant deferral / active EE | $3,415 | $3,024+12.9% | $3,985-14.3% | $4,027-15.2% |
| Admin fee / account holder | $3,127 | $4,835-35.3% | $6,832-54.2% | $5,403-42.1% |