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 | $74,029 | $73,867+0.2% | $143,757-48.5% | $68,494+8.1% |
| Participation rate | 77.4% | 66.7%+10.7pp | 80.3%-2.9pp | 67.9%+9.5pp |
| Annual return | -13.88% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,989 | $3,184-37.5% | $4,951-59.8% | $2,596-23.4% |
| Participant deferral / active EE | $4,051 | $3,384+19.7% | $5,637-28.1% | $4,027+0.6% |
| Admin fee / account holder | $4,273 | $5,755-25.7% | $14,673-70.9% | $5,403-20.9% |