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 | $69,356 | $64,707+7.2% | $112,228-38.2% | $68,494+1.3% |
| Participation rate | 84.3% | 67.2%+17.2pp | 75.1%+9.3pp | 67.9%+16.4pp |
| Annual return | -17.24% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,451 | $2,746-10.8% | $3,635-32.6% | $2,596-5.6% |
| Participant deferral / active EE | $5,788 | $3,565+62.4% | $4,728+22.4% | $4,027+43.7% |
| Admin fee / account holder | $3,704 | $5,232-29.2% | $6,410-42.2% | $5,403-31.4% |