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 | $63,032 | $73,867-14.7% | $143,757-56.2% | $68,494-8.0% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -11.38% | 1.01%-12.4pp | -0.04%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $3,392 | $3,184+6.5% | $4,951-31.5% | $2,596+30.6% |
| Participant deferral / active EE | $5,033 | $3,384+48.7% | $5,637-10.7% | $4,027+25.0% |
| Admin fee / account holder | $1,276 | $5,755-77.8% | $14,673-91.3% | $5,403-76.4% |