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 | $60,603 | $73,867-18.0% | $143,757-57.8% | $68,494-11.5% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -14.71% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,398 | $3,184+6.7% | $4,951-31.4% | $2,596+30.9% |
| Participant deferral / active EE | $6,190 | $3,384+82.9% | $5,637+9.8% | $4,027+53.7% |
| Admin fee / account holder | $55,339 | $5,755+861.6% | $14,673+277.2% | $5,403+924.3% |