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 | $65,849 | $64,707+1.8% | $112,228-41.3% | $68,494-3.9% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -17.18% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,611 | $2,746+31.5% | $3,635-0.6% | $2,596+39.1% |
| Participant deferral / active EE | $4,555 | $3,565+27.8% | $4,728-3.7% | $4,027+13.1% |
| Admin fee / account holder | $3,161 | $5,232-39.6% | $6,410-50.7% | $5,403-41.5% |