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 | $70,464 | $42,894+64.3% | $60,874+15.8% | $68,494+2.9% |
| Participation rate | 73.3% | 66.8%+6.5pp | 73.1%+0.2pp | 67.9%+5.4pp |
| Annual return | -16.31% | -13.98%-2.3pp | 16.90%-33.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $831 | $1,978-58.0% | $2,701-69.2% | $2,596-68.0% |
| Participant deferral / active EE | $2,954 | $2,867+3.1% | $3,817-22.6% | $4,027-26.6% |
| Admin fee / account holder | $863 | $3,101-72.2% | $3,224-73.2% | $5,403-84.0% |