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 | $69,139 | $81,900-15.6% | $119,609-42.2% | $68,494+0.9% |
| Participation rate | 73.6% | 71.9%+1.7pp | 79.3%-5.7pp | 67.9%+5.7pp |
| Annual return | -15.40% | -23.82%+8.4pp | -14.97%-0.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,932 | $2,693-28.3% | $4,232-54.3% | $2,596-25.6% |
| Participant deferral / active EE | $3,191 | $4,148-23.1% | $5,602-43.0% | $4,027-20.8% |
| Admin fee / account holder | $663 | $6,582-89.9% | $10,323-93.6% | $5,403-87.7% |