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 | $85,848 | $110,094-22.0% | $151,611-43.4% | $68,494+25.3% |
| Participation rate | 87.0% | 84.0%+3.1pp | 87.5%-0.5pp | 67.9%+19.1pp |
| Annual return | -16.03% | -10.12%-5.9pp | 3.33%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,622 | $4,471-63.7% | $6,166-73.7% | $2,596-37.5% |
| Participant deferral / active EE | $3,565 | $6,527-45.4% | $8,363-57.4% | $4,027-11.5% |
| Admin fee / account holder | $25,144 | $7,719+225.8% | $11,616+116.5% | $5,403+365.4% |