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 | $73,311 | $64,707+13.3% | $112,228-34.7% | $68,494+7.0% |
| Participation rate | 88.2% | 67.2%+21.1pp | 75.1%+13.2pp | 67.9%+20.3pp |
| Annual return | -17.37% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,970 | $2,746-28.3% | $3,635-45.8% | $2,596-24.1% |
| Participant deferral / active EE | $3,191 | $3,565-10.5% | $4,728-32.5% | $4,027-20.8% |
| Admin fee / account holder | $629 | $5,232-88.0% | $6,410-90.2% | $5,403-88.4% |