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 | $60,728 | $42,383+43.3% | $76,523-20.6% | $64,186-5.4% |
| Participation rate | 93.8% | 58.1%+35.6pp | 68.0%+25.8pp | 69.6%+24.2pp |
| Annual return | -3.91% | -16.54%+12.6pp | -0.27%-3.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,594 | $1,563+2.0% | $2,647-39.8% | $2,381-33.0% |
| Participant deferral / active EE | $5,377 | $2,566+109.5% | $3,835+40.2% | $3,470+55.0% |
| Admin fee / account holder | $16,021 | $3,198+401.0% | $4,848+230.4% | $4,888+227.8% |