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 | $61,796 | $72,404-14.7% | $110,238-43.9% | $64,186-3.7% |
| Participation rate | 76.3% | 73.3%+3.0pp | 79.8%-3.5pp | 69.6%+6.7pp |
| Annual return | -3.54% | -6.29%+2.7pp | 314.74%-318.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,128 | $2,282-6.7% | $3,826-44.4% | $2,381-10.6% |
| Participant deferral / active EE | $3,324 | $3,469-4.2% | $4,672-28.8% | $3,470-4.2% |
| Admin fee / account holder | $3,065 | $5,664-45.9% | $8,547-64.1% | $4,888-37.3% |