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 | $109,658 | $81,900+33.9% | $119,609-8.3% | $68,494+60.1% |
| Participation rate | 78.0% | 71.9%+6.1pp | 79.3%-1.3pp | 67.9%+10.1pp |
| Annual return | -15.28% | -23.82%+8.5pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,614 | $2,693-2.9% | $4,232-38.2% | $2,596+0.7% |
| Participant deferral / active EE | $2,707 | $4,148-34.7% | $5,602-51.7% | $4,027-32.8% |
| Admin fee / account holder | $3,630 | $6,582-44.8% | $10,323-64.8% | $5,403-32.8% |