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 | $87,044 | $110,094-20.9% | $151,611-42.6% | $68,494+27.1% |
| Participation rate | 87.9% | 84.0%+3.9pp | 87.5%+0.4pp | 67.9%+20.0pp |
| Annual return | -16.75% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,382 | $4,471-46.7% | $6,166-61.4% | $2,596-8.3% |
| Participant deferral / active EE | $3,799 | $6,527-41.8% | $8,363-54.6% | $4,027-5.7% |
| Admin fee / account holder | $15,584 | $7,719+101.9% | $11,616+34.2% | $5,403+188.4% |