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 | $81,760 | $77,813+5.1% | $123,544-33.8% | $64,186+27.4% |
| Participation rate | 72.0% | 74.7%-2.7pp | 82.3%-10.3pp | 69.6%+2.4pp |
| Annual return | -6.23% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,069 | $3,014-31.4% | $4,628-55.3% | $2,381-13.1% |
| Participant deferral / active EE | $4,745 | $5,240-9.4% | $6,426-26.2% | $3,470+36.8% |
| Admin fee / account holder | $9,702 | $5,519+75.8% | $9,284+4.5% | $4,888+98.5% |