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 | $62,562 | $73,867-15.3% | $143,757-56.5% | $68,494-8.7% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -12.36% | 1.01%-13.4pp | -0.04%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,072 | $3,184-34.9% | $4,951-58.1% | $2,596-20.2% |
| Participant deferral / active EE | $2,472 | $3,384-27.0% | $5,637-56.2% | $4,027-38.6% |
| Admin fee / account holder | $8,298 | $5,755+44.2% | $14,673-43.4% | $5,403+53.6% |