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 | $74,135 | $73,867+0.4% | $143,757-48.4% | $68,494+8.2% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -11.39% | 1.01%-12.4pp | -0.04%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,169 | $3,184-31.9% | $4,951-56.2% | $2,596-16.4% |
| Participant deferral / active EE | $5,441 | $3,384+60.8% | $5,637-3.5% | $4,027+35.1% |
| Admin fee / account holder | $2,128 | $5,755-63.0% | $14,673-85.5% | $5,403-60.6% |