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 | $76,573 | $81,900-6.5% | $119,609-36.0% | $68,494+11.8% |
| Participation rate | 90.1% | 71.9%+18.2pp | 79.3%+10.9pp | 67.9%+22.3pp |
| Annual return | -12.84% | -23.82%+11.0pp | -14.97%+2.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,541 | $2,693-42.8% | $4,232-63.6% | $2,596-40.7% |
| Participant deferral / active EE | $4,756 | $4,148+14.7% | $5,602-15.1% | $4,027+18.1% |
| Admin fee / account holder | $6,440 | $6,582-2.1% | $10,323-37.6% | $5,403+19.2% |