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 | $96,849 | $64,707+49.7% | $112,228-13.7% | $68,494+41.4% |
| Participation rate | 74.1% | 67.2%+6.9pp | 75.1%-1.0pp | 67.9%+6.2pp |
| Annual return | -16.31% | -11.40%-4.9pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,616 | $2,746-41.2% | $3,635-55.6% | $2,596-37.8% |
| Participant deferral / active EE | $3,663 | $3,565+2.8% | $4,728-22.5% | $4,027-9.0% |
| Admin fee / account holder | $326 | $5,232-93.8% | $6,410-94.9% | $5,403-94.0% |