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 | $84,472 | $71,883+17.5% | $86,677-2.5% | $68,494+23.3% |
| Participation rate | 84.8% | 72.2%+12.5pp | 76.6%+8.2pp | 67.9%+16.9pp |
| Annual return | -16.99% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,677 | $2,173-22.8% | $2,836-40.9% | $2,596-35.4% |
| Participant deferral / active EE | $2,645 | $3,779-30.0% | $4,656-43.2% | $4,027-34.3% |
| Admin fee / account holder | $18,313 | $6,112+199.6% | $7,493+144.4% | $5,403+239.0% |