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 | $86,297 | $73,004+18.2% | $90,749-4.9% | $68,494+26.0% |
| Participation rate | 76.9% | 70.8%+6.1pp | 75.7%+1.2pp | 67.9%+9.0pp |
| Annual return | -16.69% | -13.81%-2.9pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,469 | $2,193-33.0% | $2,921-49.7% | $2,596-43.4% |
| Participant deferral / active EE | $3,754 | $3,627+3.5% | $4,564-17.8% | $4,027-6.8% |
| Admin fee / account holder | $617 | $5,896-89.5% | $8,445-92.7% | $5,403-88.6% |