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 | $68,090 | $73,004-6.7% | $90,749-25.0% | $68,494-0.6% |
| Participation rate | 96.7% | 70.8%+25.9pp | 75.7%+21.0pp | 67.9%+28.8pp |
| Annual return | -18.19% | -13.81%-4.4pp | -12.16%-6.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,104 | $2,193-4.1% | $2,921-28.0% | $2,596-19.0% |
| Participant deferral / active EE | $4,249 | $3,627+17.1% | $4,564-6.9% | $4,027+5.5% |
| Admin fee / account holder | $17,265 | $5,896+192.8% | $8,445+104.4% | $5,403+219.6% |