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 | $63,776 | $73,867-13.7% | $143,757-55.6% | $68,494-6.9% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -14.05% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,630 | $3,184+14.0% | $4,951-26.7% | $2,596+39.8% |
| Participant deferral / active EE | $2,629 | $3,384-22.3% | $5,637-53.4% | $4,027-34.7% |
| Admin fee / account holder | $785 | $5,755-86.4% | $14,673-94.7% | $5,403-85.5% |