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 | $88,224 | $81,900+7.7% | $119,609-26.2% | $68,494+28.8% |
| Participation rate | 73.5% | 71.9%+1.6pp | 79.3%-5.7pp | 67.9%+5.6pp |
| Annual return | -14.51% | -23.82%+9.3pp | -14.97%+0.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,714 | $4,148-10.5% | $5,602-33.7% | $4,027-7.8% |
| Admin fee / account holder | $2,644 | $6,582-59.8% | $10,323-74.4% | $5,403-51.1% |