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 | $72,460 | $73,004-0.7% | $90,749-20.2% | $68,494+5.8% |
| Participation rate | 94.6% | 70.8%+23.8pp | 75.7%+18.9pp | 67.9%+26.7pp |
| Annual return | -16.12% | -13.81%-2.3pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,080 | $2,193-5.2% | $2,921-28.8% | $2,596-19.9% |
| Participant deferral / active EE | $3,142 | $3,627-13.4% | $4,564-31.2% | $4,027-22.0% |
| Admin fee / account holder | $1,351 | $5,896-77.1% | $8,445-84.0% | $5,403-75.0% |