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 | $68,853 | $72,404-4.9% | $110,238-37.5% | $64,186+7.3% |
| Participation rate | 79.4% | 73.3%+6.1pp | 79.8%-0.4pp | 69.6%+9.8pp |
| Annual return | -5.98% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $806 | $2,282-64.7% | $3,826-78.9% | $2,381-66.2% |
| Participant deferral / active EE | $6,530 | $3,469+88.2% | $4,672+39.8% | $3,470+88.2% |
| Admin fee / account holder | $2,350 | $5,664-58.5% | $8,547-72.5% | $4,888-51.9% |