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 | $60,284 | $73,867-18.4% | $143,757-58.1% | $68,494-12.0% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -13.81% | 1.01%-14.8pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,662 | $3,184-16.4% | $4,951-46.2% | $2,596+2.5% |
| Participant deferral / active EE | $3,932 | $3,384+16.2% | $5,637-30.2% | $4,027-2.4% |
| Admin fee / account holder | $1,952 | $5,755-66.1% | $14,673-86.7% | $5,403-63.9% |