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 | $80,231 | $81,900-2.0% | $119,609-32.9% | $68,494+17.1% |
| Participation rate | 93.5% | 71.9%+21.6pp | 79.3%+14.2pp | 67.9%+25.6pp |
| Annual return | -18.41% | -23.82%+5.4pp | -14.97%-3.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,376 | $2,693-11.8% | $4,232-43.9% | $2,596-8.5% |
| Participant deferral / active EE | $5,982 | $4,148+44.2% | $5,602+6.8% | $4,027+48.5% |
| Admin fee / account holder | $1,401 | $6,582-78.7% | $10,323-86.4% | $5,403-74.1% |