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 | $74,173 | $64,707+14.6% | $112,228-33.9% | $68,494+8.3% |
| Participation rate | 71.0% | 67.2%+3.8pp | 75.1%-4.1pp | 67.9%+3.1pp |
| Annual return | -8.76% | -11.40%+2.6pp | 27.45%-36.2pp | -7.84%-0.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,921 | $3,565+38.1% | $4,728+4.1% | $4,027+22.2% |
| Admin fee / account holder | $25,045 | $5,232+378.7% | $6,410+290.7% | $5,403+363.6% |