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 | $68,709 | $64,707+6.2% | $112,228-38.8% | $68,494+0.3% |
| Participation rate | 72.7% | 67.2%+5.6pp | 75.1%-2.3pp | 67.9%+4.8pp |
| Annual return | -16.37% | -11.40%-5.0pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,340 | $3,565+105.9% | $4,728+55.2% | $4,027+82.3% |
| Admin fee / account holder | $2,405 | $5,232-54.0% | $6,410-62.5% | $5,403-55.5% |