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 | $70,391 | $81,900-14.1% | $119,609-41.1% | $68,494+2.8% |
| Participation rate | 82.3% | 71.9%+10.4pp | 79.3%+3.0pp | 67.9%+14.4pp |
| Annual return | -10.89% | -23.82%+12.9pp | -14.97%+4.1pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,536 | $2,693-43.0% | $4,232-63.7% | $2,596-40.8% |
| Participant deferral / active EE | $2,977 | $4,148-28.2% | $5,602-46.9% | $4,027-26.1% |
| Admin fee / account holder | $3,177 | $6,582-51.7% | $10,323-69.2% | $5,403-41.2% |