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 | $61,956 | $73,867-16.1% | $143,757-56.9% | $68,494-9.5% |
| Participation rate | 96.8% | 66.7%+30.1pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -17.31% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,913 | $3,184-39.9% | $4,951-61.4% | $2,596-26.3% |
| Participant deferral / active EE | $5,620 | $3,384+66.0% | $5,637-0.3% | $4,027+39.5% |
| Admin fee / account holder | $1,821 | $5,755-68.4% | $14,673-87.6% | $5,403-66.3% |