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 | $82,876 | $79,633+4.1% | $93,789-11.6% | $68,494+21.0% |
| Participation rate | 92.5% | 75.4%+17.1pp | 81.0%+11.5pp | 67.9%+24.6pp |
| Annual return | -13.64% | -0.10%-13.5pp | -11.33%-2.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,729 | $3,665-25.6% | $4,323-36.9% | $2,596+5.1% |
| Participant deferral / active EE | $5,612 | $5,158+8.8% | $6,094-7.9% | $4,027+39.4% |
| Admin fee / account holder | $9,434 | $6,871+37.3% | $7,195+31.1% | $5,403+74.6% |