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 | $65,239 | $81,900-20.3% | $119,609-45.5% | $68,494-4.8% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.3%+18.6pp | 67.9%+29.9pp |
| Annual return | -13.65% | -23.82%+10.2pp | -14.97%+1.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,174 | $2,693-19.3% | $4,232-48.6% | $2,596-16.3% |
| Participant deferral / active EE | $4,068 | $4,148-1.9% | $5,602-27.4% | $4,027+1.0% |
| Admin fee / account holder | $1,204 | $6,582-81.7% | $10,323-88.3% | $5,403-77.7% |