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 | $63,612 | $73,867-13.9% | $143,757-55.8% | $68,494-7.1% |
| Participation rate | 82.1% | 66.7%+15.4pp | 80.3%+1.8pp | 67.9%+14.2pp |
| Annual return | -13.90% | 1.01%-14.9pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $698 | $3,184-78.1% | $4,951-85.9% | $2,596-73.1% |
| Participant deferral / active EE | $5,080 | $3,384+50.1% | $5,637-9.9% | $4,027+26.1% |
| Admin fee / account holder | $5,285 | $5,755-8.2% | $14,673-64.0% | $5,403-2.2% |