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 | $69,533 | $64,707+7.5% | $112,228-38.0% | $68,494+1.5% |
| Participation rate | 80.6% | 67.2%+13.5pp | 75.1%+5.6pp | 67.9%+12.8pp |
| Annual return | -18.40% | -11.40%-7.0pp | 27.45%-45.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,864 | $2,746+4.3% | $3,635-21.2% | $2,596+10.3% |
| Participant deferral / active EE | $5,924 | $3,565+66.2% | $4,728+25.3% | $4,027+47.1% |
| Admin fee / account holder | $1,878 | $5,232-64.1% | $6,410-70.7% | $5,403-65.2% |