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 | $77,424 | $64,707+19.7% | $112,228-31.0% | $68,494+13.0% |
| Participation rate | 84.3% | 67.2%+17.1pp | 75.1%+9.2pp | 67.9%+16.4pp |
| Annual return | -19.16% | -11.40%-7.8pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,959 | $2,746+7.8% | $3,635-18.6% | $2,596+14.0% |
| Participant deferral / active EE | $4,942 | $3,565+38.6% | $4,728+4.5% | $4,027+22.7% |
| Admin fee / account holder | $2,280 | $5,232-56.4% | $6,410-64.4% | $5,403-57.8% |