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 | $72,773 | $64,707+12.5% | $112,228-35.2% | $68,494+6.2% |
| Participation rate | 83.8% | 67.2%+16.6pp | 75.1%+8.7pp | 67.9%+15.9pp |
| Annual return | -14.65% | -11.40%-3.2pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,397 | $2,746-12.7% | $3,635-34.1% | $2,596-7.7% |
| Participant deferral / active EE | $2,314 | $3,565-35.1% | $4,728-51.1% | $4,027-42.5% |
| Admin fee / account holder | $3,904 | $5,232-25.4% | $6,410-39.1% | $5,403-27.7% |