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 | $73,177 | $42,894+70.6% | $60,874+20.2% | $68,494+6.8% |
| Participation rate | 84.6% | 66.8%+17.8pp | 73.1%+11.5pp | 67.9%+16.7pp |
| Annual return | -12.22% | -13.98%+1.8pp | 16.90%-29.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,448 | $1,978-26.8% | $2,701-46.4% | $2,596-44.2% |
| Participant deferral / active EE | $2,325 | $2,867-18.9% | $3,817-39.1% | $4,027-42.3% |
| Admin fee / account holder | $1,682 | $3,101-45.8% | $3,224-47.8% | $5,403-68.9% |