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 | $68,085 | $110,094-38.2% | $151,611-55.1% | $68,494-0.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -16.98% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,131 | $4,471-7.6% | $6,166-33.0% | $2,596+59.1% |
| Participant deferral / active EE | $6,780 | $6,527+3.9% | $8,363-18.9% | $4,027+68.4% |
| Admin fee / account holder | $1,978 | $7,719-74.4% | $11,616-83.0% | $5,403-63.4% |