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 | $75,910 | $72,404+4.8% | $110,238-31.1% | $64,186+18.3% |
| Participation rate | 79.1% | 73.3%+5.8pp | 79.8%-0.7pp | 69.6%+9.5pp |
| Annual return | -3.91% | -6.29%+2.4pp | 314.74%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,967 | $2,282-13.8% | $3,826-48.6% | $2,381-17.4% |
| Participant deferral / active EE | $3,057 | $3,469-11.9% | $4,672-34.6% | $3,470-11.9% |
| Admin fee / account holder | $3,236 | $5,664-42.9% | $8,547-62.1% | $4,888-33.8% |