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 | $72,141 | $64,707+11.5% | $112,228-35.7% | $68,494+5.3% |
| Participation rate | 73.3% | 67.2%+6.2pp | 75.1%-1.7pp | 67.9%+5.4pp |
| Annual return | -17.66% | -11.40%-6.3pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $845 | $2,746-69.2% | $3,635-76.8% | $2,596-67.5% |
| Participant deferral / active EE | $1,521 | $3,565-57.3% | $4,728-67.8% | $4,027-62.2% |
| Admin fee / account holder | $6,380 | $5,232+21.9% | $6,410-0.5% | $5,403+18.1% |