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 | $76,994 | $71,883+7.1% | $86,677-11.2% | $68,494+12.4% |
| Participation rate | 80.8% | 72.2%+8.5pp | 76.6%+4.2pp | 67.9%+12.9pp |
| Annual return | -17.80% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $989 | $2,173-54.5% | $2,836-65.1% | $2,596-61.9% |
| Participant deferral / active EE | $3,970 | $3,779+5.1% | $4,656-14.7% | $4,027-1.4% |
| Admin fee / account holder | $1,100 | $6,112-82.0% | $7,493-85.3% | $5,403-79.6% |