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 | $62,530 | $73,004-14.3% | $90,749-31.1% | $68,494-8.7% |
| Participation rate | 75.0% | 70.8%+4.2pp | 75.7%-0.7pp | 67.9%+7.1pp |
| Annual return | -14.77% | -13.81%-1.0pp | -12.16%-2.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,787 | $2,193+72.7% | $2,921+29.6% | $2,596+45.9% |
| Participant deferral / active EE | $5,865 | $3,627+61.7% | $4,564+28.5% | $4,027+45.6% |
| Admin fee / account holder | $2,380 | $5,896-59.6% | $8,445-71.8% | $5,403-55.9% |